Pachca and Salesforce automations

Ready-made scenarios where Pachca and Salesforce work for you: pick one — a copy appears in your account and runs on its own.

136 scenarios

CRM contacts pushed into ad audiences
Ad leads delivered to your messenger
New deals announced to your team
Push Salesforce leads into Pachca audiences
Salesforce people feed your Pachca audiences
CRM changes announced in your messenger
New Salesforce tasks ping you in Pachca
Contacts from Salesforce into Pachca audiences
Completed Salesforce tasks — posted to Pachca
New Salesforce contacts — into Pachca audiences
Unassigned support tickets — as a list in pachca
Email validation for new CRM contacts
A booked meeting — a CRM task and a reminder
Incident alerts — to everyone, everywhere at once
Validating new contacts for dead addresses
A form request — a tracker task and a team alert
A daily birthday reminder to your messenger
High-priority tickets alert every channel at once
Support tickets — as a thread in your team chat
Auto-cleanup of old files in cloud storage — with notifications
New deals routed automatically — to the team, table, and slides
Instant alerts for urgent events from your apps
A weekly leads-and-deals report — to your messenger
A landing-page lead — into CRM, a task and chat at once
Early churn-risk detection from Zendesk tickets
Urgent tasks that don't stall
Lead scoring and routing: hot leads straight to sales
A task and an alert on every deal move in your CRM
Meeting notes turned into tasks and a summary
New bugs — straight to the right team
Automatic bug triage: priority, ticket, team alert
Which channel brings deals — a per-source breakdown in pachca
Unpaid-invoice control: task and email — on their own
Onboarding a hire from a form: chats, a task and access
A morning task plan from Salesforce to pachca
Inbound leads scored, with alerts and draft replies for the hot ones
Fast-track VIP support tickets — instant task and alert
Incoming messages routed to the right team
Customer-feedback triage with tickets — automatically
New-lead handling: CRM entry, team alert and reminder
An idea from your notes into a ready plan to approve
Tickets prioritized by importance, tasks created for you
Cold deals close themselves — and bring back feedback
Pre-release readiness checks — on autopilot
A morning briefing of today's tasks in your chat
Bug reports turned into proper tickets
Stalled deals bring themselves back to life
Site status alerts with a screenshot — to your messenger
Data-load failure monitoring with tasks and alerts
Instant calling and booking of new ad leads
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
High-value lead alerts — to chat, sheet and calendar
Compare each proposal against your winners and find the gaps
Urgent tickets become tasks and an instant team alert
A support ticket digest — every morning
Contract renewal reminders: an email to the client, a task for the rep
Smart lead routing to reps — instant, with no manual assignment
Scoring and routing leads from form submissions
New-issue triage: task, notification, reply to the author, and a logged row
Payment dispute alerts with automatic task creation
Daily scenario backups to a code store
Capture and route leads from every channel
Stock sentiment from social media — into tasks and alerts
Critical bugs from testing escalated straight to tickets and engineering chat
A daily access check: two-factor and stale keys
Client renewal reminders — ahead of time
Meeting attendance: a log, the late list and a summary in your chat
Release notes, a QA task and team alerts — straight from a version tag
Post drafts from your meetings — automatically
A daily launch digest — with a task for each notable one
Jira epic health tracking with risk alerts
Twice-daily double backup of your scenarios
A client deck built from a call recording — automatically
A daily numbers summary — to chat and email
Ticket triage and escalation with response-time control
Re-engage stalled leads with a ready-made email
Error-log watch with automatic tickets
Failed-login detection with tickets and alerts
Release notes from closed tasks — into oneC and pachca on their own
Collect client reviews and summarize them to chat automatically
Automatic follow-ups on stalled deals
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Data-quality watch that alerts only on real issues
Onboarding task quality checks, automatic and scored
Cross-tool task dependencies, reconciled every night
A sales leaderboard with a personal word to the team — automatically
Weekly documentation and backup of your scenarios
Website leads — enrichment, scoring and routing to CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
A daily backup of your scenarios — to Salesforce
Client onboarding after a won deal
All support tickets in one live spreadsheet
Tasks and a recap email after a meeting — from one yes
Automatic follow-ups for prospects who went quiet
Incident response — ticket, alert, and report in seconds
Scenario backups to a repo via pull request
A summary of support tickets — topics and customer mood
Website lead scoring — a task for the rep only on the strong ones