ChatDaddy + Salesforce

Add leads to campaigns in Salesforce when new tags are created in ChatDaddy

With this Zap in place, when a new tag is created in ChatDaddy, an existing lead in an existing campaign will be added in Salesforce automatically. Keep your marketing on target without slowing down for tedious duplicate data entry.

When this happens...
Tag Created
Triggers when a tag is created on ChatDaddy.
TriggerPolling
automatically do this!
Add Lead to Campaign
Adds an existing lead to an existing campaign.
ActionWrite

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Supported triggers and actions

- Account ID
Trigger
Instant
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- Message Flow IDRequired
- Action IDRequired
Trigger
Instant
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Tag Created
Triggers when a tag is created on ChatDaddy.
Trigger
Polling
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- Contact IDRequired
- Account IDRequired
- Tag
- Custom Field
- Custom Field Value
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
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL QueryRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Account ID
- Contact ID
Trigger
Instant
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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
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Team Members
The team members on your signed in team
Trigger
Polling
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- NameRequired
- Phone NumberRequired
- Account ID
Action
Write
- Account Id
- Message Flow IDRequired
- Phone NumberRequired
- Send Message With Typing
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- FlowRequired
- Manual flow input parameters
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Query TypeRequired
- Include Deleted Records
Action
Search
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About ChatDaddy

ChatDaddy is the ultimate WhatsApp automation & marketing tool

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Marketing Automation

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About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create Salesforce records from new ChatDaddy channels

ChatDaddy + Salesforce

Add leads to campaigns in Salesforce when new tags are created in ChatDaddy

New Contact Created

Message Flow Action Triggered

Tag Created

Add Tag / Custom Field to Contacts

Send Message

Set Assignee of Contact

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Run Report

Update Contact

Update Record

API Request (Beta)

Custom SOSL Query

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Contact Tag Updated

Message Flow Endpoint Reached

Team Members

Create Contact

Send Message Flow

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Launch Flow

Send Email

Update Lead

Update Record (UTC)

Custom SOQL Query

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

About ChatDaddy

Related categories

Similar apps

Zapier Forms

About Salesforce

Related categories

Similar apps

Zapier Forms

Related Zap Templates

Related Zap Templates