Manychat + Salesforce

Manychat + Salesforce integrations

Create Salesforce records from new Manychat events

Streamline your workflow with this automation that activates when a new event occurs in Manychat, leading to the creation of a new record in Salesforce. Through this process, you can seamlessly track your events in Salesforce without the need for any manual input, simplifying your operations and boosting efficiency. Get on top of your events and enhance your CRM management with this efficient tool.

When this happens...
New “Trigger a Zap” EventTriggers when your bot sends the “Trigger a Zap” event.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with Manychat and Salesforce

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

Chat Opened
Triggers when a chat is opened with a user.
Trigger
Instant
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New Order Paid
Triggers when a user has purchased an order.
Trigger
Instant
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- Custom Field
  Required
Trigger
Instant
Try It
- User
  Required
- Tag
  Required
Action
Write
- User
  Required
- Tag
  Required
Action
Write

- User
  Required
- Content
  Required
Action
Write
- User
  Required
- Custom Field
  Required
- Value
  Required
Action
Write

- User
  Required
- Sequence
  Required
Action
Write
- Custom Field
  Required
Action
Search
- Name
  Required
Action
Search
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

- Event
  Required
Trigger
Instant
Try It
New Subscriber
Triggers when a user subscribes to your page.
Trigger
Instant
Try It
- Tag
  Required
Trigger
Instant
Try It
- First Name
- Last Name
- Phone
- WhatsApp Phone
- Email
- Gender
- Has_opt_in_sms
- Has_opt_in_email
- Consent_phrase
Action
Write
- User
  Required
- Message tag
- Json dynamic message
  Required
Action
Write
- User
  Required
- Message tag
- Message text
  Required
Action
Write
- User
  Required
- Sequence
  Required
Action
Write
- Order ID
  Required
Action
Search
- User ID
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- 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

About Manychat

Manychat is an all-in-one Messenger Marketing platform. Create your Facebook Messenger bot for marketing, sales and support with our simple drag'n'drop builder. Effectively promote with built-in tools for growing audience. Start today – it's easy and free.

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About Salesforce

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

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Manychat + Salesforce

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Create Salesforce records from new Manychat events

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