STEP 1
Connect Cirqll and Salesforce
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Cirqll and Salesforce Integration
Build crm workflows between Cirqll and Salesforce on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Cirqll and Salesforce
Detailed info you need to know about Cirqll and Salesforce integrations in WEXTL. Explore which modules apps support and how you connect them.
Salesforce
CRM for standard and custom objects — query, search, composite writes, and record watches. [6]
How to connect Cirqll to Salesforce
Set up your Cirqll and Salesforce integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cirqll and Salesforce nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Cirqll and Salesforce. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cirqll and Salesforce work in WEXTL?
WEXTL exposes actions and triggers for Cirqll and Salesforce that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Cirqll triggersSalesforce actions
Cirqll modules
- Create a ChanceCreates a new chance (sales opportunity) and links it to a customer.
- Create a ContactCreates a new contact and associates it with a customer.
- Create a ContractCreates a new contract and associates it with a customer.
- Create a Custom FieldCreates a new custom field definition.
- Create a CustomerCreates a new customer in the system.
- Create a RoleCreates a new role with a custom set of permissions.
- Create a TaskCreates a new task.
- Create a TemplateCreates a new template.
- Create a TodoCreates a new note and attaches it to a customer.
- Create a UserInvites and creates a new user account in your organisation.
- Create an AppointmentCreates a new appointment.
- Create an AssignmentCreates a new assignment.
- Create an EmailLogs or sends a new email and associates it with a customer.
- Delete a ChanceDeletes a chance record permanently.
- Delete a ContactDeletes a contact record permanently.
- Delete a ContractDeletes a contract record permanently.
- Delete a Custom FieldDeletes a custom field definition.
- Delete a CustomerDeletes a customer record.
- Delete a RoleDeletes a role. Users assigned to the role must be reassigned before deletion.
- Delete a TaskDeletes a task along with all of its subtasks.
- Delete a TemplateDeletes a template permanently.
- Delete a TodoDeletes a todo record.
- Delete a UserRemoves a user from your organization. Their data will be retained but access will be revoked.
- Delete an AppointmentCancels and deletes an appointment.
- Delete an AssignmentDeletes an assignment and all of its attached media.
- Delete an EmailDeletes an email record from the CRM.
- Get a ChanceRetrieves a single chance by its unique ID.
- Get a ContactRetrieves a specific contact.
- Get a ContractRetrieves a single contract by its unique ID.
- Get a Custom FieldRetrieves a single custom field definition by its unique ID, including its type and options.
- Get a CustomerRetrieves a specific customer's details.
- Get a RoleRetrieves details for a specific role.
- Get a TaskRetrieves a specific task's details.
- Get a TemplateRetrieves a specific template.
- Get a TodoRetrieves a single to-do item by its unique ID.
- Get a UserRetrieves details for a specific user.
- Get an AppointmentRetrieves the details of a specific appointment.
- Get an AssignmentRetrieves a single assignment by its unique ID.
- Get an EmailRetrieves a specific email by its unique identifier.
- Get Current UserRetrieves details of the currently logged-in user.
- Get SettingsRetrieves the settings for the currently authenticated user, including notification preferences and display options.
- List AppointmentsRetrieves a list of appointments.
- List AssignmentsLists all assignments.
- List ChancesLists all chances (sales opportunities) in the pipeline.
- List ContactsRetrieves contacts from the service.
- List ContractsRetrieves a list of all contracts.
- List Custom FieldsLists all custom field definitions.
- List CustomersRetrieves a list of customers from the database.
- List EmailsLists all emails tracked in the CRM.
- List RolesRetrieves available roles.
Salesforce modules
- Bulk Delete Survey TranslationsDeletes translations of several survey fields in one request.
- Bulk Update Survey TranslationsUpdates translations of several survey fields in one request.
- Create Product SchedulesCreates schedules for an opportunity line item.
- Create RecordCreates a record of the selected object.
- Create Record by External IDCreates a record using an external ID.
- Create Record TreeCreates nested parent and child records in one tree.
- Create Record with FileCreates a record and uploads its binary file.
- Create RecordsCreates up to two hundred records in one request.
- Delete Event SeriesDeletes this Lightning event and later events in the series.
- Delete Product SchedulesDeletes schedules for an opportunity line item.
- Delete RecordDeletes a record.
- Delete Record by External IDDeletes a record by external ID.
- Delete RecordsDeletes up to two hundred records in one request.
- Delete Related RecordDeletes the record reached through a relationship.
- Delete Survey TranslationDeletes the translation of a survey field.
- Describe List ViewReturns columns and SOQL for a list view.
- Describe ObjectReturns fields, URLs, and child relationships for an object.
- Describe Object Quick ActionReturns details for an object quick action.
- Execute CompositeRuns a series of REST requests in one call.
- Execute Composite BatchRuns up to twenty-five independent subrequests.
- Execute Composite GraphRuns a composite graph of related records.
- Explain QueryReturns the query optimizer plan without running the query.
- Get Appointment CandidatesRetrieves service resources that can take an appointment.
- Get Appointment SlotsRetrieves available appointment slots.
- Get Approval LayoutsRetrieves approval layouts for an object.
- Get Approval Process LayoutReturns the layout for one approval process.
- Get ArticleReturns one online Knowledge article.
- Get Blob FieldDownloads the binary value of a blob field.
- Get CollectionRetrieves multiple records by ID.
- Get Collection by BodyRetrieves multiple records using a request body.
- Get Compact LayoutsRetrieves compact layouts for an object.
- Get Compact Layouts for ObjectsRetrieves compact layouts for several objects.
- Get ConsentRetrieves compiled consent settings.
- Get Contact TracingRetrieves contact-tracing resources.
- Get Data CategoryReturns a data category and its children.
- Get Deleted RecordsRetrieves records deleted in a time window.
- Get Embedded Service ConfigurationReturns an Embedded Service configuration.
- Get Event Schema by IDReturns a platform event schema by schema ID.
- Get Event Schema by NameReturns a platform event schema by event name.
- Get Global Publisher LayoutsRetrieves global publisher layouts.
- Get Knowledge Language SettingsReturns Knowledge language settings.
- Get LayoutsRetrieves page layouts for an object.
- Get Lightning Exit by PageReturns how often users left Lightning on each standard page.
- Get Lightning Toggle MetricsReturns metrics for users who switched between Classic and Lightning.
- Get Lightning Usage by App TypeReturns Lightning and mobile user totals.
- Get Lightning Usage by BrowserReturns Lightning usage grouped by browser.
- Get Lightning Usage by FlexiPageReturns the custom Lightning pages viewed most often.
- Get Lightning Usage by PageReturns the standard Lightning pages viewed most often.
- Get LimitsReturns remaining and maximum allocations for the org.
- Get List ViewReturns basic information for one list view.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cirqll and Salesforce integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Cirqll and Salesforce.
Connect your Cirqll and Salesforce accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Cirqll's "Watch Appointments" fires, WEXTL can "Bulk Delete Survey Translations" in Salesforce. Cirqll has 14 triggers (including Watch Appointments, Watch Assignments, and Watch Chances); Salesforce has 124 actions (including Bulk Delete Survey Translations, Bulk Update Survey Translations, and Create Product Schedules). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Cirqll-to-Salesforce automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Cirqll (or Salesforce) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Cirqll + Salesforce automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Cirqll and Salesforce integration.
- Cirqll and Salesforce integration source code, module specs and credentials implementation.
- Our Cirqll and Salesforce integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cirqll and Salesforce — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Cirqll integration information
- Salesforce integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library