Connect Salesforce to Agaro ERP
Connect Salesforce to Agaro so your team and the AGARO Assistant can create and update accounts, contacts, leads, and opportunities, and keep them synced, with the same permissions and audit trail as everything else in your workspace.
Supported actions and syncs
Every Salesforce action Agaro can run and every sync that keeps your data current.
Create account
Create a single account in salesforce
Create contact
Create a single contact in salesforce
Create lead
Create a single lead in salesforce
Create opportunity
Create a single opportunity in salesforce
Delete account
Delete a single account in salesforce
Delete contact
Delete a single contact in salesforce
Delete lead
Delete a single lead in salesforce
Delete opportunity
Delete a single opportunity in salesforce
Fetch fields
Fetch available task fields, child relationships and validation rules. If the input is not specified then it defaults back to "Task" Data Validation: Parses all incoming data with Zod. Does not fail on parsing error will instead log parse error and return result.
Update account
Update a single account in salesforce
Update contact
Update a single contact in salesforce
Update lead
Update a single lead in salesforce
Update opportunity
Update a single opportunity in salesforce
Whoami
Fetch current user information
Accounts
Fetches a list of accounts from salesforce. Runs every hour.
Articles
Fetches a list of articles from salesforce. Runs every day.
Contacts
Fetches a list of contacts from salesforce. Runs every hour.
Leads
Fetches a list of leads from salesforce. Runs every hour.
Opportunities
Fetches a list of opportunities from salesforce. Runs every hour.
Tickets
Fetches a list of tickets from salesforce. Runs every day.
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Put Salesforce to work inside Agaro.
Tell us how your team uses Salesforce today and we will show you how it connects.