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