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Kayako + Salesforce

Add Kayako users and cases from new Salesforce leads

Attentive customer support begins the moment a new customer is identified. Zapier can make sure you're set up to help everyone with this integration. It will automatically react to new leads you add on Salesforce, creating a new user for each one on Kayako with a new case. This lets you proactively contact your leads and give them an effortless customer experience.

Attentive customer support begins the moment a new customer is identified. Zapier can make sure you're set up to help everyone with this integration. It will automatically react to new leads you add on Salesforce, creating a new user for each one on Kayako with a new case. This lets you proactively contact your leads and give them an effortless customer experience.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    KayakoKayako
    Create Conversation With a Private Note

    Creates a new conversation with the first post as a private note.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • History ObjectRequired

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    • Record to LinkRequired

    • FileRequired

    • VisibilityRequired

    Action
    Write
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
    • CampaignRequired

    • LeadRequired

    Action
    Write
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About Kayako

Kayako offers a multi-channel (email, social media, and live chat) customer support platform with customizable engagement workflows.

Related categories

  • Customer Support
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier