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
Free onboarding support 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
Our Zapier integration will connect the systems you already use. For advanced capabilities, use our API and webhooks.
Frequently Asked Questions – Salesforce Integration
Trigger Workflows from Salesforce Records
With Manifestly, your team will Never Miss a Thing.
