Connect Formatting to Salesforce
Automate workflows between Formatting and Salesforce. No coding required.
What you can automate between Formatting and Salesforce
These are the most popular automations teams set up between Formatting and Salesforce. Each one runs automatically once activated — no manual steps.
Create contact when new item created
Add a new contact to your CRM automatically when when a new task, page, or item is created.
Create item when new contact created
Add a new task, page, or item automatically when when a new contact is added to your crm.
Sync Formatting changes to Salesforce
Keep Salesforce updated when when a task or item is marked complete.
What syncs between Formatting and Salesforce
Deal updates and contact changes in Formatting create or update items in Salesforce. Keep your project management aligned with your pipeline.
Data from Formatting
- Tasks
- Pages / documents
- Database items
- Status updates
- Assignees
Data from Salesforce
- Contacts
- Deals / opportunities
- Pipeline stages
- Notes
- Custom fields
How to connect Formatting to Salesforce
Follow these steps to set up your integration. The entire process takes under 5 minutes.
What you'll need
- An active Formatting account
- An active Salesforce account with API access enabled
- A free Arahi AI account (sign up takes 30 seconds)
- Admin or API access in Salesforce to authorize the connection
Create your Arahi AI account
Sign up at app.arahi.ai — it's free and takes 30 seconds. No credit card required. You'll land on the dashboard where you can create your first workflow.
Authenticate Formatting
Click "Add Connection" and select Formatting from the app directory. You'll be redirected to Formatting's authorization page. Grant Arahi access to your workspaces, databases, pages, and tasks. You select which workspaces the integration can read and write to.
Authenticate Salesforce
Same process for Salesforce. Click "Add Connection," select Salesforce, and authorize access. Grant Arahi read/write access to your contacts, deals, and pipeline data. You choose which objects the integration can access.
Choose your trigger
Select what event starts the workflow. For this integration, popular triggers include: new item created in formatting or new contact created in salesforce. The trigger fires automatically whenever that event happens — no manual intervention.
Configure the action
Define what happens when the trigger fires. For example: create contact in salesforce. Map the data fields between Formatting and Salesforce so the right information lands in the right place.
Test and activate
Run a test to confirm data flows correctly between Formatting and Salesforce. Check that the fields map as expected, then toggle the workflow on. It runs 24/7 from here — Arahi handles retries, error logging, and monitoring automatically.
Why connect Formatting and Salesforce?
Manually moving data between Formatting and Salesforce is error-prone and eats into your team's productive hours. Connecting them through Arahi eliminates that overhead — events in one app trigger actions in the other automatically.
Tips for your Formatting + Salesforce integration
Get more out of this integration with these best practices.
Who uses the Formatting + Salesforce integration?
Teams across industries connect Formatting and Salesforce to streamline their workflows.
Project managers tracking deliverables who rely on Salesforce for crm
Sales teams who need real-time data from Formatting
Project management offices and sales teams collaborating across tools
Frequently asked questions
Everything you need to know about connecting Formatting and Salesforce.
How do I connect Formatting to Salesforce?
Sign up for a free Arahi AI account, then click "Add Connection" to authenticate both Formatting and Salesforce via OAuth. Choose a workflow template — like syncing productivity events to crm actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.
What can I automate between Formatting and Salesforce?
You can automate a wide range of workflows: sync new Formatting events to Salesforce actions, trigger Salesforce updates when Formatting data changes, create Salesforce records from Formatting events, and build conditional workflows with filters and field mapping. Each workflow runs 24/7 with automatic retries.
Is the Formatting and Salesforce integration free?
Arahi AI includes 100 free actions per month on the Starter plan — enough for most small teams. If your Formatting-to-Salesforce workflows need more volume, paid plans start at $29/month with unlimited workflows and priority execution.
Is my Formatting data secure when connected to Salesforce?
Yes. Arahi uses OAuth 2.0 for authentication — we never store your Formatting or Salesforce passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your productivity data is only accessed when a workflow runs, and you can revoke access at any time from your Arahi dashboard.
Can I sync data both ways between Formatting and Salesforce?
Yes. You can set up workflows that trigger from either Formatting or Salesforce. For example, create a workflow where Formatting events update Salesforce, and a separate one where Salesforce changes sync back to Formatting. Each direction is configured independently so you have full control.
Do I need technical skills to connect Formatting and Salesforce?
No coding is required. Arahi's visual workflow builder lets you configure triggers, actions, and field mapping with clicks. If you can use Formatting and Salesforce, you can set up the integration. Most users are running their first workflow within 10 minutes.
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