New Relic Insights Salesforce

New Relic Insights + Salesforce Integrations, Built by an AI Agent

Put New Relic Insights + Salesforce to work with AI and enterprise-grade automation

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

New Relic Insights + Salesforce When a new lead is created in Salesforce, send custom telemetry events to New Relic Insights. See details
Log sales task when key metric threshold is breached When performance metrics cross a specified boundary in New Relic Insights, automatically log an activity in Salesforce so account managers can respond promptly. See details
Refresh performance dashboards upon winning a deal Whenever a deal is marked won in Salesforce, prompt New Relic Insights to instantly refresh financial dashboards for accurate, up-to-the-minute revenue tracking. See details
Export executive report when a high-value lead is created When a new lead enters Salesforce, automatically generate and export a detailed analytics report in New Relic Insights to evaluate marketing campaign performance. See details

Browse the full workflow library →

Looking to achieve something else with New Relic Insights 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 New Relic Insights and Salesforce

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

New Relic Insights Explore New Relic Insights →

New Relic Insights is a real-time analytics software component that collects, queries, and visualizes application performance data.

Actions
New Custom Event

Create a new custom event inside New Relic Insights for tracking.

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 New Relic Insights + Salesforce

Is there a pre-built New Relic Insights + Salesforce automation?

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

Does this require a pre-built New Relic Insights or Salesforce connector?

No. The Agent works whether or not New Relic Insights 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 connecting New Relic Insights to Salesforce help our sales team?

It automatically logs sales milestones into New Relic Insights for real-time reporting and lets BI alerts update record details or log activities in Salesforce when key thresholds are reached.

Can dashboard updates be automated when deals close in Salesforce?

Yes, whenever key milestones like winning a deal occur in Salesforce, New Relic Insights can automatically refresh dashboards or export updated reports for leadership.

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