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ChatBot + Salesforce

Create leads in Salesforce from new ChatBot messages

Effortlessly turn new ChatBot messages into Salesforce leads with this seamless workflow. Whenever a new message is received in your ChatBot app, a lead will be created in Salesforce, ensuring no potential customers slip through the cracks. This streamlined automation saves time and helps you to efficiently manage your leads.

Effortlessly turn new ChatBot messages into Salesforce leads with this seamless workflow. Whenever a new message is received in your ChatBot app, a lead will be created in Salesforce, ensuring no potential customers slip through the cracks. This streamlined automation saves time and helps you to efficiently manage your leads.

  1. When this happens...
    ChatBotChatBot
    New Message

    Triggers when a user sends a message that triggers the chosen interaction.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • ChatBot triggers, actions, and search

    New Message

    Triggers when a user sends a message that triggers the chosen interaction.

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It

    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It

    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It

    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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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.
Learn moreHelp

Related categories

  • AI Tools
  • Customer Support
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

Related Zap Templates

  • Create new Salesforce leads from new ChatBot messages

Related Zap Templates

  • Create new Salesforce leads from new ChatBot messages

 

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