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Add new finished Chatra conversations as Salesforce leads

  1. When this happensStep 1: New Finished Conversation

  2. Then do thisStep 2: Create Lead

Do you want your Salesforce leads to be up to date with your conversations in Chatra? Look no further! This integration will allow you to automatically add or update leads in Salesforce when a conversation in Chatra ends.

How this Chatra-Salesforce integration works

  1. A new finished Chatra conversation
  2. Zapier adds a lead to Salesforce

Apps involved

  • Chatra
  • Salesforce
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Connect Chatra + Salesforce in Minutes

It's easy to connect Chatra + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Message in Conversation

Triggers when a new message is sent in a conversation by a visitor or an agent.

InstantNew Finished Conversation

Triggers when a conversation ends.

New Campaign

Triggers when a new campaign is created.

Closed Opportunity

Triggers when an opportunity is closed.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

InstantNew Conversation

Triggers when a new conversation is started by a visitor or an agent.

New Account

Triggers when a new account is created.

New Case

Triggers when a new case is created.

New Contact

Triggers when a new contact is created.

New Custom Object Type

Triggers when you add a new type of custom object to Salesforce. Typically you want to use the "New Custom Object" trigger, not this.

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