Manifestly + Salesforce Checklist Integration
Launch and monitor recurring workflows from any Salesforce object—Opportunities, Cases, Accounts and more—without leaving your CRM.
Trigger checklists from any Salesforce record
Automatically kick‑off a Manifestly run when an Opportunity moves to a new stage or a Case is opened. Your team gets a standardized checklist the moment it’s needed.
- Map any Salesforce object to a Manifestly workflow
- Pass field data (close dates, account owner) directly into checklist variables
- One‑click launch button in Salesforce UI for ad‑hoc runs
See real‑time task status in Salesforce
Embedded components show progress, assignees, and due dates on the record layout—no tab‑switching required.
- Checklist progress bar & overdue alerts
- Complete tasks without leaving Salesforce
- Syncs instantly to Manifestly dashboards
Automate next steps with Salesforce & Zapier
When a checklist is completed, update fields, create follow‑up tasks, or advance the Opportunity stage—automatically.
- Native hooks for Opportunity, Case, and Account objects
- Over 5,000 Zapier actions for downstream automation
- API and webhooks for custom flows
More than just checklist software
Realtime Live Support
Our support is staffed by actual humans so you can quickly start using Manifestly like a pro. Let's talk.
Data Security
Manifestly is SOC2 Certified by an independent AICPA auditor.
+1000 Integrations
We have native integrations with both Slack and Microsoft Teams. Our Zapier integration will connect the systems you already use. For advanced capabilities, use our API.
Frequently Asked Questions – Salesforce Integration
Trigger Workflows from Salesforce Records
With Manifestly, your team will Never Miss a Thing.
