Chekkit + Salesforce

Add new Chekkit webchat leads as leads in Salesforce

When this happens
Step 1: New Webchat Message
Then do this
Step 2: Create Record

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.

Try this template

Supported triggers and actions

What does this mean?

New Review Invitation Sent
Triggers when a new review invitation is sent.
Trigger
Scheduled
New Webchat Message
Triggers when a new message is sent through your webchat widget.
Trigger
Scheduled
Create a New Customer
Create a new customer for messaging within Chekkit.
Action
Write
Send Text Message
Sends 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
Write
Send a Review Invitation
Sends a review invitation to a customer via sms or email.
Action
Write

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled

Updated Field on Record
Triggers 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
Scheduled

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