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Fuze + Salesforce Essentials

Send chat messages to Fuze groups when new Salesforce Essentials records are created

Alert a working group or team of a new Salesforce Essentials record. This automated workflow ensures the Fuze chat group sees the new record as soon as it's created, allowing for a prompt, coordinated response from the team.

Alert a working group or team of a new Salesforce Essentials record. This automated workflow ensures the Fuze chat group sees the new record as soon as it's created, allowing for a prompt, coordinated response from the team.

  1. When this happens...
    Salesforce EssentialsSalesforce Essentials
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    FuzeFuze
    Send Chat Message to Conversation

    Sends a Message in a Chat Conversation by Conversation Name

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce Essentials triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
    • FileRequired

    • Salesforce ObjectRequired

    • Description

    • Is Private

    Action
    Write
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • LeadRequired

    Action
    Write
    • Salesforce ObjectRequired

    Action
    Write
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About Fuze

Fuze is an enterprise-grade Unified Communications as a Service (UCaaS) platform, enabling teams and individuals to chat, call, meet and content share effortlessly, anywhere on any device.

Related categories

  • Team Collaboration
salesforce-essentials logo
salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn moreHelp

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