Salesforce

Coming Soon: The Salesforce integration is currently in development and will be available shortly. The information below describes the planned functionality.

Connect Trigify to Salesforce to push enriched social signals directly into your enterprise CRM. Create leads, contacts, and accounts automatically when Trigify detects high-intent activity on LinkedIn, Twitter, or Reddit.

Why Use the Salesforce Integration?

Salesforce is the backbone of enterprise sales operations. The Trigify integration will let you automatically create and update CRM records based on real-time social signals, eliminating manual data entry and ensuring your team never misses a buying signal.

How to Connect Salesforce

Planned Actions

Action

Description

Create Leads

Create a new lead in Salesforce with enriched Trigify data

Create Contacts

Create a new contact record under an existing account

Create Accounts

Create a new company/account record with firmographic data

Update Leads

Update existing lead records with fresh signal data

Update Contacts

Update existing contact records with new enrichment data

Update Accounts

Update existing account records with latest company intel

Field Mapping

Map Trigify enrichment variables to Salesforce fields:

Trigify Variable          Salesforce Field──────────────────────────────────────────firstName                 FirstNamelastName                  LastNameemail                     EmailjobTitle                  TitlecompanyName               Companyphone                     PhonelinkedinUrl               LinkedIn_URL__ccountry                   Country

Note: Custom fields in Salesforce (like LinkedIn_URL__c) need to be created in your Salesforce org before mapping.

Example Workflow

Pro Tips

Pro tip: While waiting for the native Salesforce integration, you can use the HTTP Request node to call the Salesforce REST API directly. This lets you start building your workflows now.