Chekkit + Salesforce
Add new Chekkit webchat leads as leads in Salesforce
Easily keep your CRM as up to date as possible. As soon as a new message comes in from your Chekkit webchat, this integration will automatically create a new lead in Salesforce. Your sales team will always be on top of new leads.
Easily keep your CRM as up to date as possible. As soon as a new message comes in from your Chekkit webchat, this integration will automatically create a new lead in Salesforce. Your sales team will always be on top of new leads.
New Review Invitation SentTriggers when a new review invitation is sent.Trigger- New Webchat MessageTriggers when a new message is sent through your webchat widget.Trigger
- Create a New CustomerCreate a new customer (and optional message) in Chekkit.Action
- Send Text MessageSends a text message to a customer through Chekkit via SMS or Email. Text message replies will appear in your Chekkit dashboard, email replies will be sent to your email inbox.Action
- Send a Review InvitationSends a review invitation to a customer via sms or email.Action
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
About Chekkit
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