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Chekkit + Salesforce

Add leads to Salesforce with new Chekkit textchat messages

Easily keep your CRM up to date with this Zap. As soon as a new message comes in from your Chekkit textchat, this integration will automatically create a new lead in Salesforce. Ensure that your sales team stays on top of new leads, with no manual updates.

Easily keep your CRM up to date with this Zap. As soon as a new message comes in from your Chekkit textchat, this integration will automatically create a new lead in Salesforce. Ensure that your sales team stays on top of new leads, with no manual updates.

  1. When this happens...
    ChekkitChekkit
    New Textchat Message

    Triggers when a new message is sent through your textchat widget.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    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?
  • Chekkit triggers, actions, and search

    New Inbound Text Message

    Triggers when you a receive a new SMS message to your Chekkit account.

    Trigger
    Scheduled
    Try It
  • Chekkit triggers, actions, and search

    New Textchat Message

    Triggers when a new message is sent through your textchat widget.

    Trigger
    Scheduled
    Try It
    • Customer NameRequired

    • Mobile Phone Number

    • Email Address

    • MessageRequired

    • Employee

    Action
    Write
  • Chekkit triggers, actions, and search

    New Review Invitation Sent

    Triggers when a new review invitation is sent.

    Trigger
    Scheduled
    Try It
    • Full NameRequired

    • Mobile Phone

    • Email

    • text

    Action
    Write
    • Customer NameRequired

    • Mobile Phone

    • Email

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
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About Chekkit

Chekkit is a review management and messaging tool for local business.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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salesforce logo
salesforce logo

About Salesforce

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

Similar apps

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