Persio and Salesforce integration

Save yourself the work of writing custom integrations for Persio and Salesforce and use n8n instead. Build adaptable and scalable Data & Storage, Sales, and Communication workflows that work with your technology stack. All within a building experience you will love.

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How to connect Persio and Salesforce

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Persio and Salesforce integration: Create a new workflow and add the first step

Step 2: Add and configure Salesforce and Persio nodes (using the HTTP Request node)

You can find the Salesforce node in the nodes panel and drag it onto your workflow canvas. To add the Persio app to the workflow select the HTTP Request node and use the generic authentication method to make custom API calls to Persio. Configure Persio and Salesforce one by one: input data on the left, parameters in the middle, and output data on the right.

Salesforce and Persio integration: Add and configure Salesforce and Persio nodes

Step 3: Connect Salesforce and Persio

A connection establishes a link between Salesforce and Persio (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Salesforce and Persio integration: Connect Salesforce and Persio

Step 4: Customize and extend your Salesforce and Persio integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Salesforce and Persio with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Salesforce and Persio integration: Customize and extend your Salesforce and Persio integration

Step 5: Test and activate your Persio and Salesforce workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Persio to Salesforce or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Salesforce and Persio integration: Test and activate your Salesforce and Persio workflow

Build your own Persio and Salesforce integration

Create custom Persio and Salesforce workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Supported methods for Persio

Delete

Get

Head

Options

Patch

Post

Put

Requires additional credentials set up

Use n8n’s HTTP Request node with a predefined or generic credential type to make custom API calls.

Salesforce supported actions

Add Note

Add note to an account

Create

Create an account

Create or Update

Create a new account, or update the current one if it already exists (upsert)

Delete

Delete an account

Get

Get an account

Get Many

Get many accounts

Get Summary

Returns an overview of account's metadata

Update

Update an account

Create

Create a attachment

Delete

Delete a attachment

Get

Get a attachment

Get Many

Get many attachments

Get Summary

Returns an overview of attachment's metadata

Update

Update a attachment

Add Comment

Add a comment to a case

Create

Create a case

Delete

Delete a case

Get

Get a case

Get Many

Get many cases

Get Summary

Returns an overview of case's metadata

Update

Update a case

Add Contact To Campaign

Add contact to a campaign

Add Note

Add note to a contact

Create

Create a contact

Create or Update

Create a new contact, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Get Summary

Returns an overview of contact's metadata

Update

Update a contact

Create

Create a custom object record

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a custom object record

Get

Get a custom object record

Get Many

Get many custom object records

Update

Update a custom object record

Upload

Upload a document

Get Many

Get many flows

Invoke

Invoke a flow

Add Lead To Campaign

Add lead to a campaign

Add Note

Add note to a lead

Create

Create a lead

Create or Update

Create a new lead, or update the current one if it already exists (upsert)

Delete

Delete a lead

Get

Get a lead

Get Many

Get many leads

Get Summary

Returns an overview of Lead's metadata

Update

Update a lead

Add Note

Add note to an opportunity

Create

Create an opportunity

Create or Update

Create a new opportunity, or update the current one if it already exists (upsert)

Delete

Delete an opportunity

Get

Get an opportunity

Get Many

Get many opportunities

Get Summary

Returns an overview of opportunity's metadata

Update

Update an opportunity

Query

Execute a SOQL query that returns all the results in a single response

Create

Create a task

Delete

Delete a task

Get

Get a task

Get Many

Get many tasks

Get Summary

Returns an overview of task's metadata

Update

Update a task

Get

Get a user

Get Many

Get many users

Persio and Salesforce integration details

Persio is an app designed to assist businesses in consolidating and integrating their customer data into one central platform. It also automatically qualifies leads, streamlining the process of identifying potential customers.

Using generic authentication

See Persio integrations

Related categories

Data & Storage

Salesforce is one of the best cloud-based CRM (Customer Relationship Management) platform. It is an integrated CRM that provides a single shared view of each customer for all the departments within an organization, such as Marketing, Sales, Commerce, and Service.

Salesforce node docs + examples

Salesforce credential docs

See Salesforce integrations

Related categories

Sales

Communication

Other integrations with Salesforce

Persio and Salesforce integration tutorials

Sales
Tutorial

How to easily automate your Salesforce data import

Salesforce and other CRMs are built around the data they are being fed. This begs the question, where do we get this data from? Before switching to a CRM, it is common for organizations to have data pipelines of leads and customers stored in extant sources like spreadsheets and ERPs. These sources could store data that range from hundreds to billions. Thus, it is imperative that we explore some of the most efficient and effective ways to import data into Salesforce. And this is the crux of thi