ChatBot + Salesforce Essentials

ChatBot + Salesforce Essentials integrations

Add leads to Salesforce Essentials from new messages in ChatBot

Need to streamline your lead capture tasks? This integration is a great way to do that. Once it's set up, you'll automatically create a lead in your Salesforce Essentials account whenever a new ChatBot message is received.

When this happens...
New MessageTriggers when a user sends a message that triggers the chosen interaction.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
ActionWrite

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More things you can do with ChatBot and Salesforce Essentials

Discover other triggers and actions you can use with ChatBot and Salesforce Essentials

New Message
Triggers when a user sends a message that triggers the chosen interaction.
Trigger
Instant
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Lead
  Required
Action
Write
- Salesforce Object
  Required
Action
Write

- Salesforce Object
  Required
- Search Value
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
Action
Search or write

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search

About ChatBot

ChatBot is a universal and comprehensive framework for building modern AI chatbots. It can be used by total beginners as well as advanced developers.

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Related categories

AI Chatbots

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.

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Related categories

CRM (Customer Relationship Management)

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