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ClickDesk + Salesforce

Add Salesforce leads from new ClickDesk chats

Capture leads as soon as they touch base with you, and maximize your conversion results. This Zapier automation will create a lead on Salesforce for every new ClickDesk chat that comes through. Turn a casual chat into an engaging relationship!

Capture leads as soon as they touch base with you, and maximize your conversion results. This Zapier automation will create a lead on Salesforce for every new ClickDesk chat that comes through. Turn a casual chat into an engaging relationship!

  1. When this happens...
    ClickDeskClickDesk
    New Chat

    Triggers when new live chat is ended.

    TriggerInstant
  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?
  • ClickDesk triggers, actions, and search

    New Call

    Triggers when new call is ended.

    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
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
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clickdesk logo

About ClickDesk

ClickDesk is a combo of Live Chat, Voice and Video Chat and Helpdesk Software For Online Businesses. It is currently helping over 150,000 online businesses to better engage their web visitors.

Related categories

  • Customer Support
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salesforce logo

About Salesforce

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

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