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Cliengo + Salesforce

Add new Cliengo customers as Salesforce leads

Minimize the time copying-and-pasting information within work tools and reacting to user engagement. Zapier allows you to get Cliengo customers quickly where they need to be and transforming them into Salesforce leads as soon as they interact with Cliengo. With this automation, every time Cliengo obtains a new customer, Zapier will copy the contact information and create a new Salesforce lead.

Minimize the time copying-and-pasting information within work tools and reacting to user engagement. Zapier allows you to get Cliengo customers quickly where they need to be and transforming them into Salesforce leads as soon as they interact with Cliengo. With this automation, every time Cliengo obtains a new customer, Zapier will copy the contact information and create a new Salesforce lead.

  1. When this happens...
    CliengoCliengo
    Nuevo Cliente - New Customer

    Se activa cuando un cliente es creado - Triggers when a new customer is created.

    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?
    • Website

    • Nombre del lead si es vacio / Lead name if empty

    • Tiempo de espera de nuevos contactos (min) / Delay time for new contacts (min)

    • Email con el teléfono si es Vacio / Email with phone if empty

    Trigger
    Scheduled
    Try It
    • Nombre / First NameRequired

    • Apellido / Last Name

    • Correo Electronico / EmailRequired

    • Teléfono / Phone

    • Teléfono Internacionl / International Phone

    • Whatsapp

    • Identificación Nacional / National Indentity

    • Edad / Age

    • Estado / Status

    • Mensaje / Message

    • Nacionalidad / Nationality

    • WebsiteRequired

    • Nombre de Empresa / Company Name

    • URL de Referencia / Referal URL

    • Referido / Referer

    • Landing URL

    • UTM Source

    • UTM Medium

    • UTM Campaign

    • UTM Content

    • UTM Term

    • UTM Adgroup

    • Google Click Identifier

    • Dirección IP / IP Direction

    • Campos Personalizados / Custom Params

    Action
    Write
    • FieldRequired

    Action
    Search
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Website

    • Nombre del lead si es vacio / Lead name if empty

    • Tiempo de espera de nuevos contactos (min) / Delay time for new contacts (min)

    • Email con el teléfono si es Vacio / Email with phone if empty

    Trigger
    Scheduled
    Try It
    • ID Required

    • Nombre / Name

    • Correo Electronico / Email

    • Teléfono / Phone

    • Calificación / Rating

    • Estado / Status

    Action
    Write
    • FieldRequired

    Action
    Search
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
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About Cliengo

Cliengo is a Chatbot that converts your visitors into leads, automatically 24/7.

Related categories

  • Contact Management
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About Salesforce

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