Leadinfo Salesforce

Leadinfo + Salesforce Integrations

Put Leadinfo + Salesforce to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Leadinfo and Salesforce below — describe the exact one you want above and the Agent builds it on demand.

Leadinfo + Salesforce Create or update a lead/contact record in Salesforce when a contact is shared in Leadinfo.
Enroll new CRM leads into marketing segments When a lead is created in Salesforce, automatically add them to a welcome segment in Leadinfo to start outreach. See details
Log sent campaigns on CRM deal records When a campaign is sent in Leadinfo, automatically log an activity on the corresponding deal in Salesforce for sales tracking. See details
Subscribe contacts after winning deals When a deal is won in Salesforce, automatically add the customer as a subscriber in Leadinfo to send welcoming newsletters. See details

Browse the full workflow library →

Looking to achieve something else with Leadinfo and Salesforce?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Leadinfo and Salesforce

Everything Leadinfo and Salesforce can do inside a workflow — the triggers that start one and the actions that run when it fires.

Leadinfo Explore Leadinfo →

A B2B lead generation tool that identifies corporate website visitors by their IP addresses for sales outreach.

Triggers
Lead Bot

Triggers when a Lead Bot is successfully submitted.

Share

Triggers when a company is manually shared in the Inbox

Sharing a Contact

Triggers when a Contact is shared with Zapier

Trigger

Triggers when a configured trigger inside Leadinfo is matched

Trigger Contact

Triggers when a Contact is shared with Zapier via a Trigger

Salesforce Explore Salesforce →

Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.

Triggers
New Case Attachment

Triggers when a new Attachment is added to a case.

New Contact

Triggers when a new Contact is created.

New Field History Tracking Event

Triggers when a field is updated on the object specified. It will output the old and new field values.

New or Updated File on Record

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New Lead

Triggers when a new Lead is created.

New Outbound Message

Triggers when a new outbound message is received in Salesforce.

Actions
Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add File to Record

Adds an existing file to an existing Record.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Call Apex REST

Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.

Convert Lead to Contact

Adds an existing contact to an existing campaign.

Create Attachment

Creates a new attachment (max 25MB).

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Leadinfo + Salesforce

Is there a pre-built Leadinfo + Salesforce automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Leadinfo and Salesforce's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Leadinfo or Salesforce connector?

No. The Agent works whether or not Leadinfo or Salesforce already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does integrating Leadinfo with Salesforce help sales representatives?

Marketing emails sent from Leadinfo can automatically log activities on CRM contacts or deals in Salesforce, providing sales reps full visibility.

Can new sales prospects automatically enter marketing campaigns?

Yes, creating a new lead or deal in Salesforce can immediately add the contact as a subscriber in Leadinfo.

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