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Instabot: Chatbot Platform + Salesforce

Create Salesforce leads from new Instabot conversations

As users communicate with your Instabot chatbot on your website, mobile app, e-mail and social media, you can aggregate the information and create a Salesforce lead. Once this Zapier integration is configured, you can easily gather user demographics, preferences, feedback, and more into new Salesforce lead profiles so you can have a better understanding of your leads as you reach out to them, and gather information automatically without using additional sales resources.

As users communicate with your Instabot chatbot on your website, mobile app, e-mail and social media, you can aggregate the information and create a Salesforce lead. Once this Zapier integration is configured, you can easily gather user demographics, preferences, feedback, and more into new Salesforce lead profiles so you can have a better understanding of your leads as you reach out to them, and gather information automatically without using additional sales resources.

  1. When this happens...
    Instabot: Chatbot PlatformInstabot: Chatbot Platform
    New Engaged User

    Triggers when a new user engages with the specified bot(s).

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

    • Selected Goal(s)Required

    • Selected Bot(s)

    Trigger
    Instant
    Try It
    • Selected Bot(s)Required

    Trigger
    Instant
    Try It
    • User Id

    • Email

    • MessageRequired

    Action
    Write
  • Instabot: Chatbot Platform triggers, actions, and search

    New User

    Triggers when the Instabot platform sees a new user for the first time.

    Trigger
    Instant
    Try It
    • Bot Nodes

    • Bots

    Trigger
    Instant
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    • History ObjectRequired

    Trigger
    Polling
    Try It
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About Instabot: Chatbot Platform

Instabot is a conversion chatbot for your website, mobile app & emails.

Related categories

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Triggers & Actions