Arahi AI

CRM+Productivity

Connect Salesforce to Shortcut

Automate workflows between Salesforce and Shortcut. No coding required.

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5-minute setupNo code required100 free actions/month

Popular Workflows

What you can automate

Connect Salesforce and Shortcut to automate these workflows and more.

#1

Create item when new contact created

Add a new task, page, or item automatically when when a new contact is added to your crm.

TriggerNew contact created in Salesforce

ActionCreate item in Shortcut

#2

Create contact when new item created

Add a new contact to your CRM automatically when when a new task, page, or item is created.

TriggerNew item created in Shortcut

ActionCreate contact in Salesforce

#3

Sync Salesforce changes to Shortcut

Keep Shortcut updated when when a new deal or opportunity is created.

TriggerNew deal created in Salesforce

ActionUpdate item in Shortcut

How It Works

Connect Salesforce to Shortcut in 4 steps

No coding required. Set up your automation in minutes.

1

Sign up free

Create your Arahi AI account. No credit card required.

2

Connect Salesforce

Authorize Salesforce with one click using secure OAuth.

3

Connect Shortcut

Same process for Shortcut. Takes seconds.

4

Choose workflow

Select a template or build your own. Turn it on!

Get Started Free

Benefits

Why connect Salesforce and Shortcut?

Automate the busywork. Focus on what matters.

Create tasks automatically from CRM activities

Keep project management in sync with your pipeline

Track deal progress across your productivity tools

Automate follow-up task creation

Use Cases

Who uses this integration?

Teams across industries rely on this connection.

Sales teams tracking leads and deals

Project and task management

Teams using Salesforce and Shortcut together

FAQ

Frequently asked questions

Everything you need to know about connecting Salesforce and Shortcut.

How do I connect Salesforce to Shortcut?

Sign up for Arahi AI (free), connect both Salesforce and Shortcut with one-click OAuth, choose a workflow template, and activate. Setup takes under 5 minutes.

Is the Salesforce and Shortcut integration free?

Yes! Arahi AI offers 100 free actions per month. Connect Salesforce and Shortcut and run automations without a credit card.

What can I automate between Salesforce and Shortcut?

Popular automations include: create item when new contact created, create contact when new item created, sync salesforce changes to shortcut, and many more custom workflows.

Is my data secure when connecting Salesforce and Shortcut?

Absolutely. We use OAuth for secure authentication and never store your passwords. All data is encrypted in transit and at rest. We're SOC 2 Type II compliant.

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