ChatDaddy + Salesforce

Adds tags or custom fields to ChatDaddy contacts for newly updated fields on Salesforce records

Whenever a new field of your choosing is updated on any record of a specified Salesforce object, a tag or a custom field will be added to a ChatDaddy contact.

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!
Add Tag / Custom Field to Contacts
Adds a Tag or Custom Field to a Contact
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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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
- Account ID
Trigger
Instant
Try It
- Message Flow IDRequired
- Action IDRequired
Trigger
Instant
Try It
Tag Created
Triggers when a tag is created on ChatDaddy.
Trigger
Scheduled
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- Contact IDRequired
- Tag
- Custom Field
Action
Write
- Message TextRequired
- Contact Search
- Chat ID/Phone NumberRequired
- Account ID
- Image Attachment URL
- Video Attachment URL
- Require Open Account
Action
Write
- Contact ID
- Account ID
- Assignee
Action
Write

- History ObjectRequired
Trigger
Scheduled
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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
- Account ID
- Contact ID
Trigger
Instant
Try It
Message Flow Endpoint Reached
A message flow sent to a WA number has had all its actions triggered and reached a final action.
Trigger
Instant
Try It
Team Members
The team members on your signed in team
Trigger
Scheduled
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- NameRequired
- Phone NumberRequired
- Account ID
Action
Write
- Account Id
- Message Flow IDRequired
- Phone NumberRequired
- Send Message With Typing
Action
Write
- Contact Name/Phone number/ Email
- NameRequired
- Phone NumberRequired
- Account ID
Action
Search or write

About ChatDaddy

ChatDaddy is the ultimate WhatsApp automation & marketing tool

Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

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

ChatDaddy + Salesforce

Adds tags or custom fields to ChatDaddy contacts for newly updated fields on Salesforce records

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

New Contact Created

Account ID

Message Flow Action Triggered

Message Flow IDRequired

Action IDRequired

Tag Created

Add Tag / Custom Field to Contacts

Contact IDRequired

Tag

Custom Field

Send Message

Message TextRequired

Contact Search

Chat ID/Phone NumberRequired

Account ID

Image Attachment URL

Video Attachment URL

Require Open Account

Set Assignee of Contact

Contact ID

Account ID

Assignee

New Field History Tracking Event

History ObjectRequired

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign

CampaignRequired

ContactRequired

Add Lead to Campaign

CampaignRequired

LeadRequired