The Salesforce integration with HappyFox Workflows lets you create and update Salesforce records — Leads, Contacts, Accounts, Opportunities, Cases, Tasks, and custom objects — directly from your workflow builder. This article explains how to connect your Salesforce account and lists the actions available once it's connected.
Applicable Plans: HappyFox Workflows Enterprise Plan
Triggers
Salesforce does not provide a native trigger in HappyFox Workflows. You cannot start a workflow directly from a Salesforce event using this integration.
Note: To start a HappyFox workflow from an action taken in Salesforce, use Salesforce's own automation tools to trigger an external webhook.
Actions
| Action | Action | Action |
|---|---|---|
| Search for a Lead | Create a Lead | Update a Lead in Salesforce |
| Search for a Contact | Create a Contact | Update a Contact |
| Search for an Account | Create an Account in Salesforce | Update an Account in Salesforce |
| Search for an Opportunity | Create an Opportunity in Salesforce | Update an Opportunity in Salesforce |
| Search for a Salesforce object (Find One) | Create an object in Salesforce | Update Salesforce Object |
| Get Object by Id | Add Case Feed Update | Search for Salesforce objects (Find Many) |
| Log a Call | Add New Task |
Prerequisites
Permissions
- REST API must be enabled for your Salesforce account.
- You need administrator access to your Salesforce org to create a Connected App and generate a Consumer Key and Consumer Secret.
Use Cases
- Lead capture from support conversations: Create a Salesforce Lead automatically when a ticket is tagged as a sales inquiry.
- Cross-team visibility on active deals: Log a call or add a Task in Salesforce when a support ticket related to an open Opportunity is updated.
- Keeping contact records current: Update a Contact in Salesforce whenever a customer's details change in a ticket.
- Case tracking alongside tickets: Add a Case Feed Update when a related HappyFox ticket receives a new reply.
Setting Up the Integration
Step 1: Create a Connected App in Salesforce
- Log in to your Salesforce account and create a new Connected App.
- Enable OAuth settings for the Connected App and set the callback URL to https://workflows.happyfox.com/integrations/salesforce/oauth-callback/.
The Callback URL field in HappyFox Workflows, with a Copy URL button to copy it into Salesforce.
- Grant the Connected App the appropriate OAuth scopes as shown below.
- Save the Connected App in Salesforce, then open it to find its Consumer Key and Consumer Secret.
Note: Salesforce can take several minutes to activate a new Connected App after you save it. If the connection fails immediately after setup, wait a few minutes and try again.
Step 2: Connect Salesforce to HappyFox Workflows
- Navigate to Apps > Salesforce in HappyFox Workflows.
- Enter the Consumer Key and Consumer Secret from your Salesforce Connected App.
- Toggle Sandbox Account on if you're connecting a Salesforce sandbox instead of a production org.
- Click Save.
- Wait for 2-10 mins for the connection to be established.
The Salesforce account setup screen in HappyFox Workflows, showing the Consumer Key, Consumer Secret, and Sandbox Account fields.
Note: By default, HappyFox Workflows displays the Contact, Account, Lead, and Opportunity objects as default objects. To use other standard or custom Salesforce objects — such as Case or Task — add them under Additional Objects and click Save.
The Select Salesforce Objects screen, showing default objects and additional objects such as User, Task, and Case that can be added to HappyFox Workflow actions.
To disconnect the integration or update your credentials, use the Reset option next to the Save button on the Salesforce account setup screen.
Frequently Asked Questions
My Salesforce connection is failing even though my Consumer Key and Consumer Secret look correct. This is usually caused by a mismatched callback URL. Confirm the callback URL in your Salesforce Connected App exactly matches https://workflows.happyfox.com/integrations/salesforce/oauth-callback/, with no trailing differences.
A Salesforce action is failing at runtime with a permissions error. This typically means the Connected App's OAuth scopes don't include access to the object or operation the action is trying to perform. Review the permissions granted to the Connected App in Salesforce and adjust the scopes to cover the objects you're using in your workflow.
Your Salesforce integration is now active.