Attentive + Salesforce

Update custom attributes in Attentive when fields on Salesforce records are updated

Stay on top of every change occurring in your Salesforce records in real-time. With this workflow, each time there's an updated field on a Salesforce record, custom attributes in the Attentive app get modified accordingly. Enhance communication efficiency and ensure that your data across both platforms remains consistent, giving you a streamlined operation with minimal manual intervention.

When this happens...
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerScheduled
automatically do this!
Custom Attributes
Make a call to this endpoint for any attribute-based data.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
Custom Attribute Set
This event occurs when a custom attribute is set.
Trigger
Instant
Try It
Email Opened
This event occurs when an email message is opened.
Trigger
Instant
Try It
Email Subscribed
This event occurs when a user opts in to an email subscription.
Trigger
Instant
Try It
SMS Message Link Clicked
This event occurs when an SMS message link is clicked.
Trigger
Instant
Try It
SMS Subscribed
This event occurs when a user opts in to an SMS subscription.
Trigger
Instant
Try It
- Phone
- Email
- Product Name
- Product IDRequired
- Product Variant IDRequired
- Product Image URL
- Product URL
- PriceRequired
- Currency
- Quantity
- Occurred At
Action
Write
- Phone
- Email
- Event TypeRequired
- Properties
- External Event ID
- Occurred At
Action
Write
- Phone
- Email
Action
Write
View Recent Catalog Uploads
Make a call to this endpoint to list recent catalog uploads with their statuses to gain visibility into the ingestion workflow in order of creation. See the POST of this endpoint for details.
Action
Write
- Phone
- Email
- Message TypeRequired
- Marketing ChannelRequired
Action
Write
- Phone
- Email
- Product Name
- Product IDRequired
- Product Variant IDRequired
- Product Image URL
- Product URL
- PriceRequired
- Currency
- Quantity
- Occurred At
Action
Write

- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
Email Message Link Clicked
This event occurs when an email message link is clicked.
Trigger
Instant
Try It
Email Sent
This event occurs when an email message is sent.
Trigger
Instant
Try It
Email Unsubscribed
This event occurs when a user opts out of an email subscription.
Trigger
Instant
Try It
SMS Sent
This event occurs when an SMS message is sent.
Trigger
Instant
Try It
SMS Unsubscribed
This event occurs when a user opts out of an SMS subscription.
Trigger
Instant
Try It
- Phone
- Email
- PropertiesRequired
Action
Write
- Subject Email
- Subject Phone
- Request Message
Action
Write
- Upload IDRequired
Action
Write
- Phone
- Email
- Creative IDRequired
Action
Write
- Phone
- Email
- Product Name
- Product IDRequired
- Product Variant IDRequired
- Product Image URL
- Product URL
- PriceRequired
- Currency
- Quantity
- Occurred At
Action
Write
- Phone
- Email
Action
Search

About Attentive

Attentive® is the leader in conversational commerce, reinventing business to consumer communication. Our SMS-first software platform helps everyone from entrepreneurs to enterprises strengthen relationships with their consumers in a new way.

Learn more

Related categories

Marketing

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Attentive + Salesforce

Update custom attributes in Attentive when fields on Salesforce records are updated

New Contact

New Lead

New Record

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Record(s)

Salesforce ObjectRequired

Search Results

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

Custom Attribute Set

Email Opened

Email Subscribed

SMS Message Link Clicked

SMS Subscribed

Add to Cart

Phone

Email

Product Name

Product IDRequired

Product Variant IDRequired

Product Image URL

Product URL

PriceRequired

Currency

Quantity

Occurred At

Custom Events

Phone

Email

Event TypeRequired

Properties

External Event ID

Occurred At

Get Custom Attributes for a User

Phone

Email

View Recent Catalog Uploads

Unsubscribe Subscriptions for a User

Phone

Email

Message TypeRequired

Marketing ChannelRequired

Purchase