Salesforce

The Salesforce node lets you take actions in Salesforce directly from your workflow. Use it to keep your CRM in sync with your marketing automation by linking contacts to campaigns, routing them to lead queues, or creating follow-up tasks for your sales team.

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Prerequisites

You must connect your Salesforce account in Settings > Integrations before using this node.

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Configuration

Select one of three actions:

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Link to campaign

Associates the contact with a Salesforce campaign and optionally sets their campaign member status.

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Assign to lead queue

Routes the contact’s lead record to a Salesforce lead queue for round-robin or manual assignment by your sales team.

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Create task

Creates a Salesforce task linked to the contact’s record so your team can follow up.

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Behavior

• The node executes once per contact as they pass through.
• The Salesforce action is performed before the contact advances to the next node.
• If the Salesforce connection is inactive or the action fails, the contact continues to the next node.

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Use cases

• Campaign tracking — link contacts to a Salesforce campaign when they enter a nurture workflow to track engagement and attribution
• Lead routing — assign inbound leads to the appropriate sales queue based on workflow branching logic
• Sales follow-up — create a task for the account owner when a high-intent contact reaches a key step in the workflow