Salesforce + UpViral Integration

Integrate Salesforce to UpViral in one click, or tell Integrately AI how you want each lead handled. Create a UpViral lead, add points, search contacts, and update records automatically.

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1.
  • 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
  • UpViral
    Lead is created in UpViral
  • UpViral
    Reward is unlocked in UpViral Instant
Arrow Right
2.
  • 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
  • UpViral
    Create Lead in UpViral
  • UpViral
    Add points in UpViral
  • UpViral
    Search contact in campaign by email in UpViral

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Ready Workflows Ready Workflows for Salesforce + UpViral Integration

Capture leads, unlock rewards, update records, and add points, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + UpViral Integration

Create UpViral contact for new Salesforce record

Are you tired of manually creating UpViral contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create UpViral contact for new Salesforce records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic UpViral {{action.Contact} creation!
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UpViral + Salesforce Integration

Create Salesforce contact for new UpViral contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Salesforce contact and UpViral contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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UpViral + Salesforce Integration

Create Salesforce record for new UpViral contact

When a new contact is created in your UpViral software, automatically create a record for them in your Salesforce. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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UpViral + Salesforce Integration

Create Salesforce opportunity for new UpViral contact

This automation makes it easy to create new opportunitys in Salesforce when a new contact is created in UpViral. Just connect your accounts, and every time a new contact is created in UpViral, a new opportunity will automatically be created in Salesforce.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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UpViral + Salesforce Integration

Create Salesforce task for new UpViral contact

Salesforce and UpViral are two powerful cloud-based tools that can be used to improve business productivity. Using this Salesforce - UpViral integration, you can automatically create task in Salesforce whenever a new contact is created in UpViral.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Connect more apps to your Salesforce + UpViral flow

Sync your contest entries with marketing lists, notify your team on messaging apps, and keep all your spreadsheets updated. Pick a combination and activate it in one click.

Salesforce
UpViral
+
Facebook Lead AdsFacebook Lead Ads (4)
+
TypeformTypeform (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
F
S
U
Add every Facebook Lead Ads lead to Salesforce, and create a lead in UpViral automatically
New Facebook Lead Ads leads land in Salesforce and UpViral instantly, eliminating manual entry and missed opportunities.
F
S
U
When a Facebook Lead Ads lead is captured, update the Salesforce record and add points in UpViral
Keep your Salesforce records current and reward participants in UpViral the moment they submit a Facebook Lead Ad.
F
S
U
Create a Salesforce contact and search the UpViral campaign email whenever a new Facebook Lead Ads lead arrives
New Facebook Lead Ads submissions instantly generate Salesforce contacts and check UpViral campaign records without manual intervention.
F
S
U
Use ChatGPT to analyse Facebook Lead Ads leads, create a Salesforce opportunity, and register them in UpViral
AI-qualified Facebook Lead Ads leads automatically create Salesforce opportunities and set up UpViral contest entries.

Supported triggers and actions for Salesforce and UpViral

Mix and match to build the exact automation you need

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
Try it →
UpViral
UpViral Triggers & Actions
Lead is created in UpViral
Triggers the automation when a new lead is created
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Instant
Reward is unlocked in UpViral
Triggers the automation when a reward is unlocked
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Create Lead in UpViral
Generates new leads for potential customers
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Add points in UpViral
Allocate points to a user's account
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Search contact in campaign by email in UpViral
Searches for a contact in a campaign by email
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What can you automate with Salesforce + UpViral?

Streamline your customer data management and viral marketing campaigns with powerful, automated workflows.

What you can automate?
🔄
Sync leads between Salesforce and UpViral instantly
Create a UpViral lead automatically whenever a new lead is created in Salesforce, keeping your database unified without manual data entry.
📝
Capture every submitted contact detail
Map all available contact fields from your Salesforce records directly into UpViral campaigns instead of just basic names and email addresses.
🔔
Notify your team the moment a lead arrives
Send instant alerts to your sales or marketing channels whenever a new participant unlocks rewards or registers for your contest.
🔀
Route records based on submitted data fields
Trigger different follow-up actions in Salesforce depending on the specific contest tier or reward unlocked by the user in UpViral.
♻️
Keep your destination records fully up to date
Update existing Salesforce contacts and UpViral profiles automatically whenever participant information changes in either platform.
🔍
Search and prevent duplicate entries
Look up existing contact emails before creating new records to ensure your database remains clean and free of redundant profiles.
Handle point allocations and status changes
Add contest points or update lead statuses in UpViral automatically whenever related opportunities or tasks shift in Salesforce.
Extend your workflow with supporting apps
Connect Salesforce and UpViral with tools like Slack or Google Sheets to log records, notify teams, and trigger multi-step pipelines.
And much more...

Who is Salesforce + UpViral integration for?

Teams managing customer data and viral marketing campaigns benefit from instant synchronization that eliminates manual data entry and keeps pipeline records accurate.

Performance marketers
Performance marketers
Sales managers
Sales managers
Client account directors
Client account directors
Growth campaign leads
Growth campaign leads
Business development reps
Business development reps
Operations coordinators
Operations coordinators
📈
Performance marketers
You're running campaigns across multiple ad sets but your tracking records only update when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in both platforms instantly and your data stays current.
Sales managers
You oversee inbound prospect distribution but find out about contest signups too late to strike while the iron is hot, leaving your team chasing cold inquiries — with this integration, every new lead triggers immediate record creation and your reps can engage prospects at peak interest.
📊
Client account directors
You answer to stakeholders who want live progress reports on viral giveaway campaigns, but compiling manual status sheets takes hours away from strategy — with this integration, every contest interaction updates your CRM records automatically and your status reporting is always ready.
🚀
Growth campaign leads
The volume of giveaway participants is too high for anyone to keep up by hand, leading to missed participant points and broken referral loops — with this integration, points and records update autonomously so your viral mechanics run smoothly at any scale.
🤝
Business development reps
You own the outreach step and depend on marketing campaigns to hand over qualified leads without missing contact details or reward statuses — with this integration, every submission creates clean records across your stack and your handover process is never delayed.
🗂️
Operations coordinators
You need a reliable history of customer interactions and keep finding gaps between your CRM and marketing software due to missed manual entries — with this integration, every event syncs without exception and your audit history remains complete.
Our team

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Why choose Integrately to automate Salesforce + UpViral

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

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + UpViral 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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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Salesforce to UpViral?
Frequently Asked Questions
You can connect Salesforce to UpViral in just 1 click using ready templates on Integrately, or ask Integrately AI to build the automation. It links smoothly with tools like Facebook Lead Ads, Slack, and Google Sheets.
Can I automatically sync new Salesforce leads into UpViral contests?
Frequently Asked Questions
Can I connect Salesforce, UpViral, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and UpViral?
Frequently Asked Questions
How do Salesforce leads and records trigger actions here?
Frequently Asked Questions
Can I award points in UpViral based on Salesforce updates?
Frequently Asked Questions
Do I need coding skills to automate Salesforce and UpViral?
Frequently Asked Questions
Is the Salesforce and UpViral integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce or UpViral With 1500+ Other Apps

Salesforce
Popular Salesforce Integrations
Connect Salesforce to CRMs, analytics platforms, and support tools to manage and follow up on your customer pipeline.
UpViral
Popular UpViral Integrations
Sync UpViral with email marketing, webinar software, and survey tools to keep contest data working across your stack.
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UpViral Integrations arrow right
No popular apps found