Hive + Salesforce Integration

Integrate Hive to Salesforce in one click, or tell Integrately AI how you want each action handled. Track work, create Salesforce records, update statuses, and notify your team automatically.

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1.
  • Hive
    Action is created in Hive
  • Hive
    Action is updated in Hive
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • Hive
    Create action in workspace in Hive
  • Hive
    Create action in project in Hive
  • Hive
    Send message in Hive
  • Hive
    Create project in Hive
  • Hive
    Add comment to action in Hive
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Hive + Salesforce Integration

Create Salesforce records from Hive actions, update contact details, route deals, and sync project data, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Hive Integration

Create Hive action for new Salesforce record

As any project manager knows, actions are essential for tracking progress on a project. Not only do they provide a clear outline of what needs to be done, but they also help to keep team members on schedule.

However, creating actions can be a time-consuming process, particularly if there are many steps involved. One way to streamline the action-creation process in Hive is to use this Salesforce - Hive integration. Using this integration, you can create a new action in Hive that will be automatically populated with data from a new record in a Salesforce.

This can help to save valuable time and ensure that each action contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the action-creation process.
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Salesforce + Hive Integration

Send Hive message for new Salesforce record

Automatically sending a Hive message whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - Hive integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a Hive message for every new Salesforce record is an essential way to stay on top of your work.
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Salesforce + Hive Integration

Send Hive message for new Salesforce task

With this Salesforce - Hive integration, whenever a new task is created in Salesforce, message will be sent via Hive. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Hive + Salesforce Integration

Create Salesforce record for new Hive action

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using Hive and Salesforce. By linking these two applications, you can ensure that every action is automatically recorded in the Salesforce, making it easier to track and manage.
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Salesforce + Hive Integration

Create Hive action for new Salesforce task

Salesforce provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Salesforce. Hive is a great tool for this.

All you need to do is - integrate Hive with Salesforce to create action in Hive automatically when certain task occur in Salesforce. This can save you time by not having to manually create tasks in both systems.
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Salesforce + Hive Integration

Send Hive message for new Salesforce opportunity

Whenever a new opportunity is created in your Salesforce, you'll want to communicate with your team to make sure everyone is on the same page. Sending Hive message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Salesforce - Hive integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Salesforce + Hive Integration

Create Hive action for new Salesforce opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a action in Hive to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Salesforce? Well now there is!

With our integration between Salesforce and Hive, creating action in Hive is now easier than ever. Whenever a opportunity is created in Salesforce, you can automatically create a corresponding action in Hive to keep your team up-to-date.
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Connect more apps to your Hive + Salesforce flow

Keep your team aligned by connecting your project data and customer records with communication tools and project tracking platforms. Pick a combination and activate it in one click.

Hive
Salesforce
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SlackSlack (6)
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HubSpotHubSpot (5)
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Jira Software CloudJira Software Cloud (4)
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ZendeskZendesk (4)
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AsanaAsana (4)
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Google DriveGoogle Drive (4)
H
S
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Create a Salesforce record from every new Hive action, and notify your sales channel in Slack.
New Hive actions appear in Salesforce as records instantly while your sales channel gets notified in Slack, removing manual data entry.
S
H
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When a Salesforce record is updated, update the matching Hive action and notify your team in Slack.
Salesforce updates flow back into Hive automatically so your project team always has the latest customer status.
S
H
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If a Salesforce lead is created, create a Hive project and alert your team in Slack.
New Salesforce leads immediately spin up a dedicated Hive project and notify your implementation team in Slack.
H
S
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When a Hive action is updated, update the Salesforce record and post the update in Slack.
Project progress in Hive automatically updates your Salesforce records and keeps stakeholders notified in Slack.
H
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Use Claude to summarize new Hive comments, update Salesforce records, and post the brief in Slack.
AI extracts key client notes from Hive comments, updates Salesforce, and shares a concise summary in Slack.
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H
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When a Salesforce opportunity is created, create a Hive project and notify your account channel in Slack.
New sales opportunities automatically trigger project workspace creation in Hive and notify your team in Slack.

Supported triggers and actions for Hive and Salesforce

Mix and match to build the exact automation you need

Hive
Hive Triggers & Actions
Action is created in Hive
Triggers the automation when a new action is created
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Action is updated in Hive
Triggers the automation when action is updated
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Create action in workspace in Hive
Creates a new action within the workspace
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Create action in project in Hive
Creates a new action for a particular project
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Send message in Hive
Sends a new message
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Create project in Hive
Creates a new project
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Add comment to action in Hive
Adds a comment to a action in the workflow
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Hive + Salesforce?

Streamline your daily operations by connecting Hive actions directly with Salesforce records and customer workflows.

What you can automate?
Sync Hive actions to Salesforce records
Automatically create Salesforce records whenever a new action is created in Hive. Keep project management and CRM databases perfectly aligned.
📋
Capture every submitted custom field
Map all available details from Hive actions into separate Salesforce record fields instead of just basic names. Your CRM becomes a complete source of truth.
🔔
Alert your team instantly on events
Notify team members the moment a Salesforce lead or opportunity is created. Ensure quick response times for high-priority client accounts.
🔀
Route records based on submitted data
Send Salesforce records to different Hive project workspaces depending on criteria like priority, region, or department selected in the submission.
🔄
Keep destination records up to date
Automatically update corresponding Salesforce records whenever Hive actions are modified or completed, maintaining absolute data consistency.
🔍
Add or update without creating duplicates
Search existing Salesforce databases before creating new records, updating existing entries when matches are found to prevent duplicate clutter.
🎯
Handle later status changes smoothly
Trigger automated workflows when Salesforce opportunities close or Hive actions are marked complete, ensuring seamless project handoffs.
💬
Extend flows to communication channels
Connect your core Hive and Salesforce setup with Slack to post automated notifications and keep your entire organization in the loop.
And much more...

Who is Hive + Salesforce integration for?

Operations managers, sales leaders, and project coordinators rely on Hive and Salesforce integration to eliminate manual data entry and keep team workflows synchronized.

Operations Managers
Operations Managers
Sales Executives
Sales Executives
Project Coordinators
Project Coordinators
Customer Success Leads
Customer Success Leads
Account Managers
Account Managers
Data Analysts
Data Analysts
📈
Operations Managers
You report on project tasks and customer pipelines, but your tracking data is always out of date because teams update platforms manually — automating both apps means every action updates your Salesforce records instantly and your reports stay accurate.
Sales Executives
You need to act fast on inbound opportunities, but notification delays leave you finding out about closed deals too late — connecting these apps means new Salesforce records and Hive actions trigger simultaneously without lag.
📋
Project Coordinators
You answer to clients who want to see daily project progress, but compiling updates takes hours of copying data between systems — with this integration, every Hive action update reflects directly in your Salesforce database.
🔄
Customer Success Leads
The volume of inbound client requests is too high for anyone to keep up by hand, leading to missed follow-ups — automating this workflow means every record and task syncs automatically across your entire stack.
🤝
Account Managers
You own the client relationship and depend on upstream teams to hand over project details from Hive into Salesforce — integrating these apps means handoffs happen instantly without manual reminders.
📊
Data Analysts
You need a reliable audit history for compliance, but manual entry keeps introducing gaps in your CRM and project logs — this integration means every event is captured accurately with zero missing records.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Hive + Salesforce

Build and manage your Hive + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Hive + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Hive to Salesforce?
Frequently Asked Questions
You can connect Hive to Salesforce using ready-made automations or Integrately AI in just 1 click. Simply choose your preferred workflow connecting Hive, Salesforce, and tools like Slack or HubSpot, authenticate your accounts, and turn it on.
Can I automatically create Salesforce records when actions are created in Hive?
Frequently Asked Questions
Can I connect Hive, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Hive and Salesforce?
Frequently Asked Questions
How does Hive handle data fields during automation?
Frequently Asked Questions
Can Salesforce updates trigger actions back in Hive?
Frequently Asked Questions
Do I need coding skills to integrate Hive and Salesforce?
Frequently Asked Questions
Is the Hive and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect Hive or Salesforce With 1500+ Other Apps

Hive
Popular Hive Integrations
Connect Hive with project management, communication, and document tools to organize team collaboration and tracking.
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Salesforce
Popular Salesforce Integrations
Sync Salesforce with marketing, support, and billing platforms to keep customer data unified across your stack.