Salesforce

Query accounts, manage contacts, and run SOQL queries against your Salesforce CRM. Automate sales workflows and keep your pipeline updated.

Supported Triggers and Actions

Bubble Lab helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event that can happen during the workflow.

Triggers

Events in Salesforce that can start your workflow

No native triggers. Use webhooks or scheduled triggers to start workflows with Salesforce.

Actions

Things your workflow can do with Salesforce

• Get Account — Retrieve a Salesforce Account record by its ID
• Search Accounts — Search Salesforce Account records by field values using SOQL WHERE conditions
• Get Contact — Retrieve a Salesforce Contact record by its ID
• Search Contacts — Search Salesforce Contact records by field values using SOQL WHERE conditions
• Query — Execute an arbitrary SOQL (Salesforce Object Query Language) query

Example workflows

Click any example to try it with Pearl.

Lead Sync

Sync new Salesforce contacts to Google Sheets and notify the sales team via Slack.

Account Review Digest

Run SOQL queries for at-risk accounts and send a weekly summary to account managers via Gmail.

CRM to Notion

Pull Salesforce deal data and create Notion pages for each active opportunity.

Disclaimer

Bubble Lab workflows may use Large Language Models (LLMs) such as GPT, Claude, and Gemini to generate responses and automate tasks. AI-generated content may be inaccurate, incomplete, or outdated. Users should independently verify any AI-generated outputs before relying on them for decisions.