Ora + Salesforce Integration

Integrate Ora to Salesforce in one click, or tell Integrately AI how you want each lead handled. Create cards, update your records, alert your team, and track time efficiently.

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1.
  • Ora
    Task is created in Ora
  • Ora
    Assignee is added to task in Ora
  • Ora
    Comment is added to task in Ora
  • Ora
    Label is added to task in Ora
  • 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.
  • Ora
    Create card in Ora
  • Ora
    Add member to card in Ora
  • Ora
    Create comment in Ora
  • Ora
    Create list in Ora
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query 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 Ora + Salesforce Integration

Capture leads, organise tasks, keep records updated, alert your team, and track time efficiently, all in just one click.

Most popular automationsmost-popular-automations
Ora + Salesforce Integration

Create Salesforce record for new Ora task

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 Ora and Salesforce. By linking these two applications, you can ensure that every task is automatically recorded in the Salesforce, making it easier to track and manage.
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Activate
Ora + Salesforce Integration

Create Salesforce record for new Ora task

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 Ora and Salesforce. By linking these two applications, you can ensure that every task is automatically recorded in the Salesforce, making it easier to track and manage.
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Activate
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Ora + Salesforce flow

Route records to your CRM, notify your team on messaging apps, and keep all your project tools updated automatically. Pick a combination and activate it in one click.

Ora
Salesforce
+
SlackSlack (4)
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HubSpotHubSpot (4)
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GmailGmail (3)
+
Google CalendarGoogle Calendar (3)
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CalendlyCalendly (3)
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Jira Software CloudJira Software Cloud (3)
S
O
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Create an Ora card from every new Salesforce lead, and notify your sales channel in Slack
New Salesforce leads appear as Ora cards instantly and your sales channel hears about it in Slack, so nobody misses a follow-up.
O
S
S
When a new task is created in Ora, create a Salesforce record and post an update in Slack
Ora tasks are logged as Salesforce records automatically and your team is notified on Slack, keeping customer data synchronised.
S
O
S
If a Salesforce opportunity is created, create an Ora card and notify the account manager in Slack
High-value Salesforce opportunities automatically generate Ora cards and alert your account manager on Slack.
S
C
O
S
Use Claude to summarise new Salesforce case notes, create an Ora card, and alert your support channel in Slack
Claude summarises incoming Salesforce case notes so your support team can review them quickly in Ora and Slack.

Supported triggers and actions for Ora and Salesforce

Mix and match to build the exact automation you need

Ora
Ora Triggers & Actions
Task is created in Ora
Triggers the automation when a new task is created
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Assignee is added to task in Ora
Triggers the automation when any task is assigned to someone
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Comment is added to task in Ora
Triggers the automation when a comment is added to a task
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Label is added to task in Ora
Triggers the automation when any task is labelled
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Create card in Ora
Generates a new card for a task
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Add member to card in Ora
Assigns a team member to a task card
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Create comment in Ora
Generates a new comment
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Create list in Ora
Generates a new list
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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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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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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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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 Ora + Salesforce?

Streamline your customer data management and team task workflows with robust ready-made automation templates.

What you can automate?
🚀
Turn every Salesforce lead into an Ora card instantly
Automatically create a new card in Ora whenever a lead is created in Salesforce. Your delivery team receives the new project work the moment sales closes the inquiry.
📋
Capture every submitted field without manual entry
Map all available contact details and custom attributes from Salesforce records directly into your Ora task descriptions and comments. Eliminate manual copy-pasting entirely.
🔔
Notify the right team member as events happen
Trigger instant team notifications whenever a Salesforce opportunity or Ora task changes state. Keep everyone aligned without scheduling extra alignment meetings.
🔀
Route records based on submitted field criteria
Send high-value Salesforce opportunities to priority Ora lists while standard inquiries go to general task queues. Automatically direct work to the correct department.
🔄
Keep both platforms synchronized as records change
Automatically update existing Ora cards and Salesforce records when edits occur in either system. Prevent data discrepancies and maintain a single source of truth.
🔍
Add or update records without creating duplicates
Search existing Salesforce contacts before creating new entries to keep your database clean. Ensure every customer interaction links to the correct profile.
✅
Handle later status changes and project closures
Trigger automated follow-up tasks in Ora when Salesforce cases or opportunities are marked as closed or completed. Keep post-sale workflows moving smoothly.
💬
Extend your workflow with messaging and support apps
Connect Slack or Gmail to your Ora and Salesforce core pair to alert stakeholders and send client confirmations automatically as tasks progress.
And much more...

Who is Ora + Salesforce integration for?

Teams managing customer relationships and project execution connect these apps to eliminate manual handoffs and keep data synchronized.

Sales Operations Managers
Sales Operations Managers
Customer Success Leads
Customer Success Leads
Account Executives
Account Executives
Project Coordinators
Project Coordinators
Delivery Managers
Delivery Managers
Data Analysts
Data Analysts
📈
Sales Operations Managers
You're tracking deal pipelines in Salesforce but execution tasks live in Ora, so your status reports are always a few hours out of date — this integration means every new record lands instantly and your pipeline reporting stays current.
⚡
Customer Success Leads
You need to act fast when a new support case arrives, but manual ticket creation slows down your response time — with this integration, every incoming case creates an actionable card immediately and your team responds faster.
🤝
Account Executives
You answer to clients who want to see real-time project progress, but manual updates lead to communication gaps — automating both apps means every closed deal creates structured project lists and your clients stay informed.
📊
Project Coordinators
The volume of incoming leads is too high for anyone to keep up by hand, leading to missed follow-ups — connecting these apps means every submission populates your task boards automatically and your workflow runs without bottlenecks.
🔄
Delivery Managers
You own the project delivery phase and depend on sales teams to hand over lead details correctly, but information often gets lost — this integration means every new opportunity populates project cards with complete details and handover is seamless.
🗂️
Data Analysts
You need a reliable audit history of customer interactions, but manual entry leaves frustrating gaps in your database — automating both platforms means every record update is logged consistently and your data integrity remains intact.
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Why choose Integrately to automate Ora + Salesforce

Build and manage your Ora + 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 Ora + 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?

1
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Connect Accounts
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Frequently Asked Questions

How do I connect Ora to Salesforce?
Frequently Asked Questions
You can connect Ora to Salesforce in 1 click using ready workflows on Integrately or by using Integrately AI to build custom multi-step automations with tools like Slack, HubSpot, and Gmail.
Can I automatically create Ora cards when a new lead is created in Salesforce?
Frequently Asked Questions
Can I connect Ora, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Ora and Salesforce?
Frequently Asked Questions
How does Ora handle task and card creation in automations?
Frequently Asked Questions
How does Salesforce handle leads and record updates here?
Frequently Asked Questions
Do I need coding skills to automate Ora and Salesforce?
Frequently Asked Questions
Is the Ora and Salesforce integration free?
Frequently Asked Questions
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