Salesforce + Missive Integrations
Put Salesforce + Missive to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Salesforce and Missive
See the kind of workflows teams build with Salesforce and Missive below — describe the exact one you want above and the Agent builds it on demand.
Salesforce + Missive
When a new message arrives in Missive, log the communication record in Salesforce.
Open onboarding support tickets for newly closed deals
When a deal is won in Salesforce, automatically create a ticket in Missive so support engineers can initiate customer onboarding.
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Log activity in CRM when customer tickets are created
When a new ticket is created in Missive, automatically log activity in Salesforce so account managers stay informed of open customer issues.
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Update deal stages when critical support SLAs are breached
If an SLA is breached in Missive, automatically update the deal stage in Salesforce to alert sales leaders of potential account risks.
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Browse the full workflow library →
Looking to achieve something else with Salesforce and Missive?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Salesforce and Missive
Everything Salesforce and Missive can do inside a workflow — the triggers that start one and the actions that run when it fires.
Salesforce Explore Salesforce →
Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.
TriggersTriggers when a new Attachment is added to a case.
Triggers when a new Contact is created.
Triggers when a field is updated on the object specified. It will output the old and new field values.
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
Triggers when a new Lead is created.
Triggers when a new outbound message is received in Salesforce.
Adds an existing contact to an existing campaign.
Adds an existing file to an existing Record.
Adds an existing lead to an existing campaign.
Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
Adds an existing contact to an existing campaign.
Creates a new attachment (max 25MB).
Missive Explore Missive →
Missive is a collaborative team inbox and chat platform that lets teams manage shared email accounts, live chats, and internal conversations.
TriggersTriggers when a new comment is added.
Triggers when a contact book is created.
Triggers when a contact group is created.
Triggers when a contact is created.
Triggers when a new message is received.
Creates a new contact.
Creates a new draft, and optionally sends it.
Creates a new post.
Creates a new task.
Updates a contact.
Updates a task.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
Aesthetic Record EMR
Aesthetic Record EMR is an electronic medical records and practice management solution designed specifically for medical spas and aesthetic clinics.
Other Ticketing apps on Knit
Explore more Ticketing integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AnswerConnect
AnswerConnect is live answering and ticketing software that provides 24/7 virtual receptionist and customer support services.
AnswerForce
AnswerForce is a live answering and virtual receptionist service that provides 24/7 call handling, lead intake, and appointment booking support for businesses.
Answering Service Care
Answering Service Care is a virtual receptionist service offering live twenty-four-seven call answering and messaging support.
ArtiBot.ai
An AI-driven chatbot tool for websites that automates lead capture, appointment booking, and customer inquiry response.
Birdie Screen Recording
A screen recording and customer support tool that helps support teams record user sessions to diagnose software issues.
BirdSeed
BirdSeed is an interactive website widget offering live chat, scheduled callbacks, contact forms, and knowledge base access.
BoldDesk
A cloud-based help desk platform for organizing customer tickets, managing knowledge bases, and automating service requests.
Botsify
Botsify is an automated chatbot building platform designed to manage customer support queries and automate lead capture across messaging channels.
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.
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.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Salesforce + Missive
Is there a pre-built Salesforce + Missive automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Salesforce and Missive's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Salesforce or Missive connector?
No. The Agent works whether or not Salesforce or Missive 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.
What business advantages come from linking Salesforce and Missive?
It breaks down silos between sales and support, giving account managers visibility into tickets and allowing closed sales to trigger onboarding workflows.
Can closing a deal automatically generate a ticket for customer success?
Yes, marking a deal as won in Salesforce can automatically generate a ticket in Missive for implementation support.