Kustomer + Salesforce Integrations

How to connect Kustomer + Salesforce

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Supported triggers and actions

What does this mean?

Conversation Created
Triggers when a new conversation is created.
Trigger
Instant
Conversation Updated
Triggers when a conversation is updated.
Trigger
Instant
Customer Created
Triggers when a new customer is created.
Trigger
Instant
Customer Updated
Triggers when a customer is updated.
Trigger
Instant
Message Created
Triggers when a new message is created.
Trigger
Instant

Message Updated
Triggers when a message is updated.
Trigger
Instant
Create Conversation
Creates a Conversation
Action
Write

Create Customer
Create a new customer in Kustomer
Action
Write

Kustomer
Creates a Note
Scheduled
Action
Kustomer
Creates a User
Scheduled
Action
Kustomer
Update a Conversation
Scheduled
Action
Kustomer
Update an existing customer in Kustomer
Scheduled
Action
Kustomer
Finds a Conversation
Scheduled
Action
Kustomer
Finds a Customer
Scheduled
Action
Kustomer
Finds a User
Scheduled
Action
Kustomer
Finds a conversation
Scheduled
Action
Kustomer
Finds a Customer
Scheduled
Action
Kustomer
Finds a User
Scheduled
Action
Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action

How Kustomer + Salesforce Integrations Work

Step 1: Authenticate Kustomer and Salesforce.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.