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Chekkit + Salesforce

Create Salesforce records from new Chekkit inbound text messages

Boost your customer relations with this workflow between Chekkit and Salesforce. Whenever you receive a new inbound text message in Chekkit, this automation ensures that a record is instantly created in Salesforce. This seamless data flow frees up your time while ensuring all customer communications are efficiently recorded for future analysis and personalization strategies.

Boost your customer relations with this workflow between Chekkit and Salesforce. Whenever you receive a new inbound text message in Chekkit, this automation ensures that a record is instantly created in Salesforce. This seamless data flow frees up your time while ensuring all customer communications are efficiently recorded for future analysis and personalization strategies.

  1. When this happens...
    ChekkitChekkit
    New Inbound Text Message

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

    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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chekkit logo

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

Zapier Interfaces integrationsZapier Interfaces integrations

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