Kayako
When this happens...
SalesforceNew Lead
Then do this...
KayakoCreate Conversation With a Private Note

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 react to new leads you add on Salesforce, creating a new user for each one on Kayako with a new case. So you can proactively contact your leads and give them an effortless customer experience.

How this Salesforce-Kayako integration works

  1. A new lead is added on Salesforce
  2. Zapier adds a new user on Kayako
  3. Zapier adds a new case on Kayako

Apps involved

  • Salesforce
  • Kayako

Why Zapier?

Free

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Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New User

Triggers when a new user account is created.

Create Event

Creates a new event, which will show on the user's timeline.

New Conversation

Triggers whenever a new conversation is created.

Add a Private Note to a Conversation

Adds a private note to an existing conversation.

New Lead

Triggers when a new lead is created.

Create Conversation With a Private Note

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

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Create Lead

Create a new lead.

New Contact

Triggers when a new contact is created.

Add a Lead to a Campaign

Add a lead to a campaign.

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Become a Zapier Integration Partner

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

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations