Kayako + Salesforce

Kayako + Salesforce integrations

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.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create Conversation With a Private NoteCreates a new conversation with the first post as a private note.
ActionWrite

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More things you can do with Salesforce and Kayako

Discover other triggers and actions you can use with Salesforce and Kayako

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Conversation
Triggers whenever a new conversation is created.
Trigger
Instant
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New User
Triggers when a new user account is created.
Trigger
Instant
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Tag Added to Conversation
Triggers when a tag is added to a conversation.
Trigger
Instant
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Tag Added to User
Triggers when a tag is added to a user.
Trigger
Instant
Try It
- Conversation ID
  Required
- Tags
  Required
Action
Write
- User
  Required
- Tags
  Required
Action
Write
- Requester
  Required
- Conversation Subject
  Required
- Private Note Contents
  Required
- Assigned Team
- Assignee
- Type
- Status
- Priority
- Conversation Form
- Tags
Action
Write
- Organization Name
  Required
- Tags
- Email Domains
Action
Write
- Conversation ID
  Required
- Requester
- Assigned Team
- Assignee
- Type
- Status
- Priority
- Conversation Form
- Subject
Action
Write
- User
  Required
- Tags
- Full Name
- Role
- Organization
- Teams
- Language
Action
Write
- Query
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
- Organization Name
  Required
- Tags
- Email Domains
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Organization
Triggers when a new organization is created.
Trigger
Instant
Try It
New Reply
Triggers whenever a reply is received on a conversation (also triggered on the first post).
Trigger
Instant
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Tag Added to Organization
Triggers when a tag is added to an organization in Kayako.
Trigger
Instant
Try It
- Conversation
  Required
- Private Note Contents
  Required
Action
Write
- Organization
  Required
- Tags
  Required
Action
Write
- Requester
  Required
- Mailbox
  Required
- Conversation Subject
  Required
- Message Contents
  Required
- Assigned Team
- Assignee
- Type
- Status
- Priority
- Conversation Form
- Tags
Action
Write
- Event
  Required
- Email
  Required
- Title
  Required
- Body
- Properties
- Priority
- Url
- Icon URL
- Triggered At
Action
Write
- Organization
- Full Name
  Required
- Email
  Required
- Role
  Required
- Teams
- Language
Action
Write
- Organization
  Required
- Email Domains
- Organization Name
- Tags
Action
Write
- Query
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
- Requester
  Required
- Conversation Subject
  Required
- Private Note Contents
  Required
- Assigned Team
- Assignee
- Type
- Status
- Priority
- Conversation Form
- Tags
Action
Search or write
- Query
  Required
- Organization
- Full Name
  Required
- Email
  Required
- Role
  Required
- Teams
- Language
Action
Search or write

About Kayako

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

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Related categories

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About Salesforce

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Related categories

CRM (Customer Relationship Management)

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