Sales

Application

Description

Salesforce

An enterprise-grade CRM platform that serves as the central source of truth for all customer interactions, sales opportunities, and service cases.

Salesmate

A flexible and modern CRM designed to help sales teams manage their pipeline, automate outreach, and track activities efficiently.

HTTP

Apart from the pre-built actions available in Kissflow Integrations for sales , there may be scenarios where you need to perform a custom action. In such cases, you can use the HTTP connector to configure API calls from scratch to interact with any service that exposes a REST API.

Business goal

Trigger (in Kissflow)

Action (in Salesforce)

Detailed scenario

Key benefit

Automate opportunity creation

A high-value wholesale order arrives via a Shopify webhook.

Create an opportunity.

Kissflow creates a new Opportunity in Salesforce, pre-filled with order value, product SKUs, and the reseller’s company name.

Ensures high-value B2B orders are captured as formal deals in the CRM without manual entry.

Maintain pipeline accuracy

A project manager checks off Go-live complete in a progress tracker.

Update an opportunity.

The flow immediately updates the related opportunity, setting Stage = Closed won and stamping the actual go-live date.

Improves sales forecasting accuracy by instantly reflecting project completion in the CRM.

Enable proactive support

An IoT sensor posts a critical fault message.

Create a case.

The workflow spins up a new case with priority = high, device ID, and customer location so support can act fast.

Automates service case creation from device alerts, enabling rapid response to critical issues.

Centralize field service

A field-techie logs a repair visit in a mobile app.

Update a case.

The integration updates the open case to Status = Awaiting customer confirmation and attaches the service report link.

Keeps the central support case updated with the latest field service information.

Accelerate event lead capture

Staff submit badge scans through a form at a trade-show booth.

Create a contact.

Each submission creates a fresh contact in Salesforce with name, email, company, and an Event = Expo 2025 tag.

Instantly captures trade-show leads in the CRM, enabling faster sales follow-up.

Provide real-time risk alerts

Finance marks a customer as past-due in a billing board.

Update a contact.

The integration flips the custom field Billing_Status to Delinquent on the matching contact so CSMs see the risk.

Gives CSMs and reps critical, real-time risk alerts directly on the contact record.

Business goal

Trigger (in Kissflow)

Action (in Salesmate)

Detailed scenario

Key benefit

Automate marketing lead capture

A webinar sign-up form converts.

Create a contact.

Instantly creates a new contact in Salesmate with name, email, and Lead source = Webinar May 2025.

Automates the capture of marketing-qualified leads directly into the sales CRM.

Manage customer lifecycle

A CSM marks Onboarding complete.

Update a contact.

The flow updates the existing Contact, setting the custom field Customer_Status = Active to switch playbooks from onboarding to expansion.

Keeps customer status accurate, enabling context-aware sales and expansion plays.

Centralize supplier data

Procurement approves a new supplier.

Create a company.

An integration step creates a company in Salesmate with address, VAT number, and industry, ready for sales engagement.

Makes supplier information accessible for sales and procurement processes.

Synchronize financial data

Finance changes a client’s credit limit.

Update a company.

The same value is pushed to the related company record in Salesmate for reps to see in real time.

Ensures sales reps have the most current financial context when negotiating deals.

Streamline Quote-to-Deal Process

An e-commerce Bulk quote form is approved.

Create a deal.

The app creates a new deal in Salesmate with amount, expected close, and pipeline = Wholesale.

Streamlines the process from customer price request to formal deal creation in the pipeline.

Automate pipeline progression

An implementation project hits 80 percent completion.

Update a deal.

The automation updates the corresponding Deal stage to Negotiation won and probability = 100 percent.

Provides real-time visibility into deal progression based on actual project milestones.

Ensure critical follow-up

A support ticket is escalated.

Create an activity.

Auto-creates a follow-up activity (Call customer to confirm resolution) assigned to the account manager in Salesmate.

Ensures critical support issues are handed off to the right person for follow-up via an actionable task.

Close the loop on tasks

A call outcome is logged.

Update an activity.

The integration updates the same activity to status = completed with notes synced back.

Ensures a complete activity history in the CRM by syncing task outcomes.

Prevent duplicate data entry

A rep types an email in a Call log form.

Find a contact.

The integration searches contacts; if a match is found, the form auto-populates the contact’s name and phone.

Saves rep time and prevents the creation of duplicate contacts by auto-populating forms.

Route documents intelligently

A project-handover app receives a project code.

Find a deal.

Kissflow searches deals by that external ID; if one open deal is returned, the workflow attaches a checklist and notifies the manager.

Automates the attachment of relevant documents to the correct deal, improving handovers.

Enable smart onboarding

Vendor onboarding captures a supplier’s VAT number.

Find a company.

The workflow searches companies; if an exact match exists, the flow links to it, otherwise it branches to .

Creates a smarter onboarding process that avoids duplicate company records.

Proactively manage daily tasks

A scheduled workflow runs each morning.

Find an activity.

The workflow searches for all incomplete activities due today and compiles the results into a Slack DM for every rep.

Boosts productivity by proactively delivering a daily to-do list to each rep.