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INTEGRATE EVERYTHING

Available integration methods

Outbound Messages

  • Outbound Message Response: Send a response to an outbound message from Salesforce.Set Result to 'true'/'false' to send a success/failure response back to SF.

Groups

  • List Group Members: Lists group members from Salesforce.
  • List Groups: List groups from Salesforce.

Event Relations

  • List Events Relations: Lists event attendees.
  • List Undecided Event Relations: Lists undecided event attendees.
  • List Declined Event Relations: Lists declined event attendees.
  • List Accepted Event Relations: Lists accepted event attendees.
  • List Contact\Lead Event Relations: Lists event contact and lead attendees.
  • Create Event Relation: Create a new event relation

Login History

  • List Login History: Lists all login sessions.

Metrics

  • List Active Feature License Metrics: Lists the number of active, assigned, and purchased feature licenses in the organization.
  • List Mobile Security User Metrics: Lists the metrics for users who have Enhanced Mobile Security policies enforced.

Tasks

  • Update Task: Updates a task.
  • List Task Priorities: Lists the options for task priorities.
  • List Updated Tasks: Lists tasks created or modified since the last run.
  • Get Task: Gets a task by ID.
  • Create Task: Creates a new task.
  • Delete Task: Deletes a task.
  • List New Tasks: Lists tasks created since the last run.
  • List Tasks: Lists all tasks.
  • List Task Statuses: Lists the options for task statuses.

Campaigns

  • List New Campaigns: Lists campaigns created since the last run.
  • Update Campaign: Updates a campaign.
  • Create Campaign: Creates a campaign.
  • Get Campaign By Name: Gets a campaign by name.
  • List Campaigns: Lists campaigns.
  • Delete Campaign: Deletes a campaign.
  • Upsert Campaign: Creates a new campaign or updates an existing campaign based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
  • List Updated Campaigns: Lists campaigns created or modified since the last run.
  • If Exists: Campaign: Gets a campaign by ID and returns along a true path if it exists.
  • Get Campaign: Gets a campaign by ID.

Accounts

  • List Accounts By Custom Field: Lists accounts by a custom field, whereequals .
  • List Updated Accounts: Lists accounts created or modified since the last run.
  • Upsert Account: Creates a new account or updates an existing account based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
  • List New Accounts: Lists accounts created since the last run.
  • List Accounts: Lists accounts from Salesforce.
  • Delete Account: Deletes an account.
  • Update Account: Updates an account. An account represents an organization or person involved with your business such as customers, competitors, and partners.
  • Create Account: Creates a new account. An account represents an organization or person involved with your business such as customers, competitors, and partners.
  • List Daily Activity History: Retrieves activity history of the previous date for the specified account.
  • List Accounts By PersonEmail: Lists accounts by PersonEmail. This call will fail if Person Account types are not setup.
  • List Account's Activity History: Retrieves activity history for the specified account.
  • Get Account: Gets an account by ID.

Leads

  • List Updated Leads By Owner ID: Lists leads created or modified since the last run for a specific owner account.
  • Create Lead: Creates a new lead.
  • Update Lead: Updates an existing lead.
  • Delete Lead: Deletes a lead.
  • List Leads: Lists all leads.
  • List Updated Leads: Lists leads created or modified since the last run.
  • List New Leads: Lists leads created since the last run.
  • Upsert Lead: Creates a new lead or updates an existing lead based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
  • List Leads By Email: Lists leads with the specified email address.
  • Get Lead: Gets a lead by ID.

Opportunities

  • List Opportunities: Lists all opportunities.
  • List Opportunity Stages: Lists the possible stages for an opportunity in Salesforce.
  • Upsert Opportunity: Creates a new opportunity or updates an existing opportunity based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
  • Update Opportunity And List Line Items: Composite request. Updates an opportunity and returns it's line items.
  • List Opportunity's Activity History: Retrieves activity history for the specified opportunity.
  • Get Opportunity: Gets an opportunity by ID.
  • List New Opportunities: Lists the opportunities created since the last run.
  • Delete Opportunity: Deletes an opportunity.
  • Update Opportunity: Updates information about an opportunity which would represent a sale or pending deal.
  • List Updated Opportunities: Lists the opportunities created or modified since the last run.
  • Create Opportunity: Creates an opportunity.

Divisions

  • List Divisions: Lists divisions from Salesforce.

Orders

  • Update Order: Update an existing order.
  • List Orders: Lists orders from Salesforce.
  • Get Order: Gets an order by ID.
  • List Updated Orders: Lists orders created or modified since the last run.
  • List New Orders: Lists orders created since the last run.
  • Create Order: Add a new order

Campaign Members

  • Get Campaign Member: Gets a campaign member by ID.
  • Upsert Campaign Member: Creates a new campaign member or updates an existing campaign member based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
  • Create Campaign Member: Creates a new campaign member.
  • Delete Campaign Member: Deletes a campaign member.
  • Update Campaign Member: Updates a campaign member.
  • List Campaign Members: Lists campaign members.

Order Items

  • List New Order Items: Lists order items created since the last run.
  • List Order Items: Lists order items from Salesforce.
  • List Updated Order Items: Lists order items created or modified since the last run.
  • Get Order Item: Gets an order item by ID.

Opportunity Line Items

  • Delete Line Item: Deletes an opportunity line item.
  • List New Line Items: Lists opportunity line items created since the last run.
  • Update Line Item: Updates an opportunity line item.
  • List Line Items: Lists opportunity line items.
  • List Updated Line Items: Lists opportunity line items created or modified since the last run.
  • Create Line Item: Creates a new opportunity line item.
  • Get Line Item: Get line item for an opportunity by ID.

Bulk Operations

  • Delete Job: Deletes a job. To be deleted, a job must have a state of UploadComplete, JobComplete, Aborted, or Failed.
  • Close Job: Closes a job. If you close a job, Salesforce queues the job and uploaded data for processing, and you can’t add any additional job data.
  • Abort Job: Aborts a job. If you abort a job, the job does not get queued or processed.
  • Upload CSV Data: Uploads data for a job using CSV data you provide.
  • List Jobs: Retrieves all jobs in the organization.
  • Create Insert Job: Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing.
  • Get Job: Retrieves detailed information about a job.

Campaign Member Status

  • Update Campaign Member Status: Updates a campaign member status. Only allows for the order of the status to be changed in the picklist.
  • Delete Campaign Member Status: Deletes a campaign member status.
  • Create Campaign Member Status: Creates a campaign member status.
  • List Campaign Member Statuses: Lists campaign member statuses.

Reports

  • Get Report Instance (Tabular): Retrieves the specified report instance. Response fields must be added as custom fields with the Field Location []. (example: [].CreatedDate). Use Get Report Fields to find all available fields for the report.
  • Generate Report Instance: Generates an instance of the specified report which can then be retrieved with the Get Report Instance method.
  • List Reports: Retrieves all reports.
  • List Report Instances: Retrieves all instances of the specified report.
  • Get Report Fields: Retrieves all fields/columns from the specified report.

Events

  • List Updated Events: Lists events created or modified since the last run.
  • List Events: Lists events from this Salesforce account.
  • List New Events: Lists events created since the last run.
  • Update Event: Updates an existing event.
  • Create Event: Creates a new event.
  • Get Event: Gets an event by ID.
  • Delete Event: Deletes an event.

Webhooks

  • Opportunity Updated: Triggered when an opportunity is updated.
  • Opportunity Created: Triggered when an opportunity is created.
  • Contact Updated: Triggered when a contact is updated.
  • Lead Created: Triggered when a lead is created.
  • Contact Created: Triggered when a contact is created.
  • Lead Updated: Triggered when a lead is updated.

Products

  • Get Product: Gets a Product.
  • List Products: Returns a list of Products.
  • List New Products: Lists the Products created since the last run.
  • List Updated Products: Returns a list of Products that have been updated since the last run.

Documents

  • Get Content Version: Retrieve the content version ID of a given content document.
  • Get Content Document Data (CSV): Return the contents of a CSV content document.
  • List Content Documents: Retrieve a list of all content documents.

Cases

  • List Updated Cases: Lists cases created or modified since the last run.
  • List New Cases: Lists cases created since the last run.
  • Delete Case: Deletes a case.
  • Update Case: Updates a case.
  • Create Case: Creates a new case which represents a customer issue or problem.
  • Upsert Case: Creates a new case or updates an existing case based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
  • List Cases: Lists all cases.
  • Get Case: Gets a case by ID.
  • List Updated Case Comments By Case ID: Lists the comments of the specified case updated since the last run.
  • List New Case Feed By Case ID: Lists the feed of the specified case created since the last run.
  • List Updated Case Feed: Lists the feed of all cases updated since the last run.
  • List Case Feed By Case ID: Lists the feed of the specified case.
  • List New Case Feed: Lists the feed of all cases created since the last run.
  • List Case Feed: Lists the feed of all cases.
  • List Updated Case Feed By Case ID: Lists the feed of the specified case updated since the last run.
  • List Case Comments By Case ID: Lists the comments of the specified case.
  • List New Case Comments By Case ID: Lists the comments of the specified case created since the last run.
  • List Case Comments: Lists the comments of all cases.
  • List Updated Case Comments: Lists the comments of all cases updated since the last run.
  • List New Case Comments: Lists the comments of all cases created since the last run.
  • List New Case History: Lists the history of all cases since the last run.
  • List New Case History By Case ID: Lists the history of the specified case since the last run.
  • List Case History: Lists the history of all cases.
  • List Case History By Case ID: Lists the history of the specified case.

Search

  • Search : Execute a SOSL search on all requested data.

Attachments

  • List Attachments: Lists attachments from this Salesforce account.
  • Update Attachment: Updates an attachment.
  • Delete Attachment: Deletes an attachment.
  • List New Attachments: Lists attachments created since the last run.
  • Create Attachment: Creates a new attachment.
  • List Updated Attachments: Lists attachments created or modified since the last run.
  • Get Attachment: Gets an attachment by ID.

Pricebooks

  • Get Pricebook Entry: Gets a pricebook entry.
  • List Pricebook Entries: Lists entries to a specified pricebook.
  • List Pricebooks: Lists all pricebooks.

Opportunity Contact Roles

  • Delete Opportunity Role: Deletes an opportunity contact role.
  • List Roles By Opportunity: Lists opportunity contact roles for a specified opportunity.
  • List New Opportunity Roles: Lists opportunity contact roles created since the last run.
  • Get Opportunity Role: Gets an opportunity contact role by ID.
  • Add Contact To Opportunity: Adds an existing contact to an opportunity.
  • Create Opportunity Role: Creates a new opportunity contact role.
  • Update Opportunity Role: Updates an opportunity contact role.
  • Get Primary Opportunity Role: Gets the primary contact role for an opportunity. If no primary contact role is set, returns the first contact role if any were found.
  • List Updated Opportunity Roles: Lists opportunity contact roles created or modified since the last run.
  • List Opportunity Roles: Lists opportunity contact roles.

Notes

  • Get Note: Gets a note by ID.
  • List New Notes: Lists notes created since the last run.
  • List Notes: Lists notes from this Salesforce account.
  • Delete Note: Deletes a note.
  • List Updated Notes: Lists notes created or modified since the last run.
  • Create Note: Creates a new note.
  • Update Note: Updates a note.

Record Types

  • Get Record Type: Gets an record type by ID.

Assets

  • Upsert Asset: Creates a new asset or updates an existing asset based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
  • List Assets: List assets from Salesforce.
  • Create Asset: Creates a new asset. An asset represents an item of commercial value, such as a product sold by your company or a competitor, that a customer has purchased.

Currency Type

  • List Corporate Currencies: Lists the currencies used by an organization for which the multicurrency feature is enabled.

Locations

  • Get Location: Gets a location by ID.

Enhanced Notes

  • Create Enhanced Note: Creates an 'enhanced' note as displayed by the 'Notes' Related List in Salesforce.

Enhanced Objects

  • List Updated Records: Retrieves all records updated since the last successful run date.
  • Delete Record: Deletes the specified record from the specified object.
  • List New Records: Retrieves all records created since the last successful run date.
  • Get Record By ID: Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
  • Create Record: Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
  • List Records: Retrieves all records from the specified object.
  • Create Multiple Records: Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
  • Update Record: Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.

User Roles

  • Update User Role: Updates an existing user role.
  • Get User Role: Gets a user role by ID.
  • List User Roles: Lists all user roles.
  • Create User Role: Creates a new user role.
  • Delete User Role: Deletes a user role.

Contacts

  • Contact Exists For ID: Checks if a contact exists with the specified ID.
  • Contact Exists For Email Address: Checks whether any contacts exist for the specified email address.
  • Get Contact: Gets the contact with the specified ID.
  • List Updated Contacts: Lists contacts created, modified or deleted since the last run.
  • List Contacts: Lists all contacts.
  • Get Contact(s) By Email: Gets the contact(s) with the specified email address.
  • List New Contacts: Lists contacts created since the last run.
  • Delete Contact: Deletes a contact.
  • Get Contact ID: Gets the Contact ID associated with the specified email address.
  • Update Contact: Updates a contact's details.
  • Create Contact: Creates a new contact.
  • List Contacts By Owner ID: Lists all contacts by owner ID.
  • List New Contacts by Owner ID: Lists contacts created since the last run filtered by Owner ID. (Do not use Additional Custom Conditions as they are solved in script for this method).
  • Bulk Create Contacts: Creates a batch of new contacts.
  • Upsert Contact: Creates a new contact or updates an existing contact based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup.
  • Get Contact(s) By Mobile Number: Gets the contact(s) with the specified mobile number.
  • Bulk Update Contacts: Updates a batch of contacts.

SOQL Query

  • Execute SOQL Query: This method allows user the capability to query any data in SalesForce.

Users

  • Get User License By Name: Get the details of the User License specified by name.
  • List User Licenses: Lists the currently defined user licenses in your organization.
  • List Users: Lists all users.
  • Get User By Name: Gets a user by FullName.
  • Update User: Update a user.
  • List Email Encoding Options: Describes the options for the EmailEncodingKey.
  • List Language Options: Describes the options for the LanguageLocaleKey.
  • Get Profile ID By Name: Gets a profile by name.
  • List Profiles: Lists all profiles.
  • Get Self: Gets the current user's profile information.
  • Create User: Creates a new user.
  • Delete User: Deletes a User.
  • Get User: Gets a user by ID.
  • List Locale Options: Describes the options for the LocaleSidKey.
  • List Time Zone Options: Describes the options for the TimeZoneSid.

Custom Objects

  • Create Multiple Records 1: Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
  • Create Record 1: Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
  • List Updated Records 1: Retrieves the specified object's records updated since the last time this action was executed.
  • List New Records 1: Retrieves the specified object's records created since the last time this action was executed.
  • List Object Fields: Retrieves all field names for the specified object.
  • Describe Object: Completely describes the individual metadata at all levels for the object.
  • List Objects: Retrieves all objects within your Salesforce account.
  • Get Record By Custom Condition 1: Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
  • Update Record 1: Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
  • Upsert Record1: Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
  • List Records 1: Retrieves all records from the specified object.
  • Delete Record 1: Deletes the specified record from the specified object.
  • Get Record By ID 1: Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
  • Get External ID Field 1: Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
  • Delete Record 3: Deletes the specified record from the specified object.
  • List Updated Records 3: Retrieves the specified object's records updated since the last time this action was executed.
  • Create Multiple Records 3: Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
  • Update Record 3: Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
  • List Records 3: Retrieves all records from the specified object.
  • List New Records 3: Retrieves the specified object's records created since the last time this action was executed.
  • Get External ID Field 3: Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
  • Upsert Record3: Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
  • Create Record 3: Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
  • Get Record By ID 3: Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
  • Get Record By Custom Condition 2: Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
  • Update Record 2: Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
  • Create Record 2: Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
  • Get Record By Custom Condition 3: Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
  • List Records 2: Retrieves all records from the specified object.
  • Delete Record 2: Deletes the specified record from the specified object.
  • Get Record By ID 2: Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
  • List New Records 2: Retrieves the specified object's records created since the last time this action was executed.
  • Create Multiple Records 2: Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
  • Upsert Record 2: Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
  • List Updated Records 2: Retrieves the specified object's records updated since the last time this action was executed.
  • Get External ID Field 2: Retrieves the field set as the External ID for the specified object, if an External ID has been configured.

CRMs

  • Keep multiple sales tools in sync to keep sales data up to date regardless on what system users are updating them in.
  • Automate tasks for your sales team to keep deals moving.
  • Automatically fill in company data on your deals using external data.

Chats

  • Get Chat: Get chat by ID.
  • List Chats: Lists all the chats for the account.
  • List New Chats (Ended): Lists all the chats for the account that ended since last run. (Filtered on [chats].end_timestamp).

Visitors

  • Get Visitor:

Webhooks

  • Message Created: In order to use this webhook, Zendesk Events Connector for Amazon EventBridge must be set up, please follow the steps found here: https://support.zendesk.com/hc/en-us/articles/4408824521114

Customer Experience

  • Initiate a chat when a customer has left a customer experience review rating less than 3 stars
  • After a customer has received chat support send an invitation to review their customer experience with the service
"I wanted to express my sincere appreciation for the exceptional service and successful HubSpot integration that your company delivered. The expertise, professionalism, and dedication demonstrated throughout the process were truly impressive. From the initial consultation to the final implementation, your team exhibited a deep understanding of our business needs. The smooth and efficient integration process, coupled with your proactive communication, ensured the project was completed within the agreed timeframe, exceeding our expectations. The integrated solution provided by Exelemnt SyncCloud is of outstanding quality, seamlessly connecting our HubSpot instance with our external service/data provider. This integration has significantly improved our workflow, enabling effective lead management, automated marketing campaigns, and has greatly enhanced our sales process and pipeline. It has truly empowered our team and given us a competitive advantage. Thank you for your remarkable service. I highly recommend Exelemnt SyncCloud for successful HubSpot integrations, and I look forward to future collaborations."

Zoran Mitrovic

Digitaliseringschef / CDO, Euro Finans

"Exelement SynCloud Helped Us Growth +400% Net Profits. The value our organization has seen working with Exelement SyncCloud has been extremely beneficial to our growth and helped position us for continued+sustanable growth. The Exelement team is super knowledgeable, and resourceful, and has a war chest full of additional items to help any organization meet its HubSpot needs. As an executive leader within the org, I've experienced multiple HubSpot and Salesforce buildouts; however, I've never worked with such as helpful/responsive partner as Exelement."

Christopher L. Hackney

Director of Operations, IT’S A SECRET MED SPA

Looking for additional or custom integration methods?

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