Loading

Chatra + Salesforce

Add new finished Chatra conversations as Salesforce leads

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.

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.

  1. When this happens...
    ChatraChatra
    New Finished Conversation

    Triggers when a conversation ends.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

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

    New Message in Conversation

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

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

    New Finished Conversation

    Triggers when a conversation ends.

    Trigger
    Instant
    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
  • Chatra triggers, actions, and search

    New Conversation

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

    Trigger
    Instant
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
chatra logo
chatra logo

About Chatra

Chatra is a live chat software that helps to increase revenue and collect feedback providing an easy way for website owners to talk to visitors in real time.
Learn more

Related categories

  • Customer Support
salesforce logo

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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