Smartlook + Salesforce Integrations
Put Smartlook + Salesforce to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Smartlook and Salesforce
See the kind of workflows teams build with Smartlook and Salesforce below — describe the exact one you want above and the Agent builds it on demand.
Smartlook + Salesforce
When a new dashboard is published in Smartlook, update the connected account record in Salesforce with dashboard analytics links.
Log sales task when key metric threshold is breached
When performance metrics cross a specified boundary in Smartlook, 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 Smartlook 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 Smartlook to evaluate marketing campaign performance.
See details
Browse the full workflow library →
Looking to achieve something else with Smartlook and Salesforce?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Smartlook and Salesforce
Everything Smartlook and Salesforce can do inside a workflow — the triggers that start one and the actions that run when it fires.
Smartlook Explore Smartlook →
Smartlook is a user behavior analytics platform that provides session recordings and heatmaps for web and mobile applications.
TriggersTriggered when anomalies are detected in your project.
Triggered when a period dashboard report is completed.
Triggered when the precision number of views is reached for a heatmap and the heatmap can be generated.
Triggered when members create new issues by clicking Send to Jira or Send to Slack in the player.
Triggered when a member adds a new note to a session in the player.
Triggered when a member clicks Generate share link in the player.
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).
Other Analytics & BI apps on Knit
Explore more Analytics & BI integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
360 Application Service
A business analytics dashboard tool that visualizes performance metrics and aggregates operational data for reporting.
Appbot
Appbot is an app review monitoring and sentiment analysis tool that aggregates feedback from mobile app stores and online review platforms.
ArborNote
ArborNote is a management and mapping software platform designed for arborists and tree care professionals to estimate and track work.
Arrivala
Arrivala is an automated review collection platform that helps businesses collect, manage, and display customer feedback and online ratings.
Atlas
Atlas is a business intelligence platform designed to aggregate organizational data and generate visual performance dashboards.
Auryc
Auryc is a digital analytics platform that provides session replay, heatmaps, and customer behavior insights for web and mobile applications.
Behavior Sales
Behavior Sales is a sales intelligence tool that analyzes buyer personalities and communication styles to help sales representatives optimize outreach.
Birdeye
Birdeye is a customer experience and review management platform that gathers feedback, manages online reputation, and drives local reviews.
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.
Abby Connect
Abby Connect is a virtual receptionist and answering service that manages incoming customer phone calls and live website chats.
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.
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 Smartlook + Salesforce
Is there a pre-built Smartlook + Salesforce automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Smartlook and Salesforce's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Smartlook or Salesforce connector?
No. The Agent works whether or not Smartlook 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 Smartlook to Salesforce help our sales team?
It automatically logs sales milestones into Smartlook 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, Smartlook can automatically refresh dashboards or export updated reports for leadership.