ChatBot + Salesforce

Create new Salesforce leads from new ChatBot messages

Connect the power of AI ChatBot and your favorite marketing tools together to let Zapier automatically add new leads to your Salesforce lists. Stop doing manual work!

Connect the power of AI ChatBot and your favorite marketing tools together to let Zapier automatically add new leads to your Salesforce lists. Stop doing manual work!

When this happens...
New Message
Triggers when a user sends a message that triggers the chosen interaction.
TriggerInstant
automatically do this!
Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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Supported triggers and actions

What does this mean?

New Message
Triggers when a user sends a message that triggers the chosen interaction.
Trigger
Instant
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled
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.).
Trigger
Scheduled
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled

Add Contact to Campaign
Adds an existing contact to an existing campaign.
Action
Write
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Action
Write

Create Attachment
Creates a new attachment (max 25MB).
Action
Write

Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action

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.

Related categories

Customer Support

About Salesforce

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

Related categories

CRM (Customer Relationship Management)

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