Connect Manychat and Salesforce to unlock the power of automation
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Set up your first integration
Quickly connect Manychat to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Manychat with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Chat Opened" from Manychat.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Manychat and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Chat Opened
Triggers when a chat is opened with a user.
Try ItTriggerInstant - New Order Paid
Triggers when a user has purchased an order.
Try ItTriggerInstant - Custom FieldRequired
Try ItTriggerInstant- UserRequired
- TagRequired
ActionWrite
- EventRequired
Try ItTriggerInstant- New Subscriber
Triggers when a user subscribes to your page.
Try ItTriggerInstant - TagRequired
Try ItTriggerInstant- First Name
- Last Name
- Phone
- WhatsApp Phone
- Email
- Gender
- Has_opt_in_sms
- Has_opt_in_email
- Consent_phrase
ActionWrite
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Connect Manychat and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Manychat on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Manychat + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Manychat and Salesforce
How can I set up the Manychat and Salesforce integration?
To set up the integration, navigate to the Manychat app and go to 'Settings' > 'Integrations'. From there, you'll find Salesforce. Click on it, then follow the prompts to enter your Salesforce credentials. Once done, you can set up triggers and actions like a new contact creation in Salesforce whenever a user subscribes through Manychat.
What are the triggers available for this integration?
Our integration supports various triggers including when a new subscriber joins through Manychat, when a tag is applied, or when a conversation is completed. Each of these can initiate workflows that push data into Salesforce.
Which actions can be performed in Salesforce using this integration?
With this integration, actions such as creating or updating contacts and leads, adding notes to records, and triggering follow-up tasks in Salesforce can be performed automatically.
Is it possible to update existing Salesforce contacts from Manychat interactions?
Yes, whenever a user interacts with your bot on Manychat and provides updated information like an email or phone number, a corresponding action can be set up to update their contact info directly in Salesforce.
How do we handle duplicate entries when syncing data from Manychat to Salesforce?
We manage duplicates by setting checks during the setup of your actions. For example, when creating or updating records in Salesforce through an interaction in Manychat, we use unique identifiers such as email addresses or phone numbers to prevent duplicates.
Are there any limitations with fields that can be mapped between Manychat and Salesforce?
Most standard fields are supported but custom fields may require additional setup within both Manychat's configuration and your organization's instance of Salesforce. It's best to verify specific needs during initial setup.
Can I trigger automated emails via Salesforce based on Manychat interactions?
Absolutely! By setting up respective actions in our system, you can configure automated emails through your connected Salesforce account whenever specific interactions occur within Manychat.
