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Create new Salesforce leads directly from Instabot conversations

  1. When this happensStep 1: New Engaged User

  2. Then do thisStep 2: Create Lead

As users communicate with your Instabot chatbot on your website, mobile app, e-mail and social media, you can aggregate the information and create a Salesforce Lead. Once this Zapier integration is configured, you can easily gather user demographics, preferences, feedback and more into new Salesforce lead profiles so you can have a better understanding of your leads as you reach out to them, and gather information automatically without using additional sales resources.

How this Instabot-Salesforce integration works

  1. A new engaged user is created in Instabot
  2. Zapier creates a new lead in Salesforce

Apps involved

  • Instabot
  • Salesforce
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Connect Instabot: Chatbot Platform + Salesforce in Minutes

It's easy to connect Instabot: Chatbot Platform + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Goal Completed

Triggers when a user completes the specified goal(s) in ANY bot.

InstantNew Engaged User

Triggers when a new user engages with the specified bot(s).

Create Attachment

Create a new attachment (max 25MB).

Create Case

Create a new case.

Create Contact

Create a new contact.

InstantNew User

Triggers when the Instabot platform sees a new user for the first time.

Create Account

Create a new account.

Create Campaign

Create a new campaign.

Create Case Comment

Create a new comment on a case.

Add a Contact to a Campaign

Add a contact to a campaign.

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