Mavenoid + Salesforce Essentials

Mavenoid + Salesforce Essentials integrations

Create Salesforce records when customers complete Mavenoid conversations

If you're using Salesforce to track your customer requests, set up this Zapier integration to create a new record when the customer completes a self-service and/or live support conversation in Mavenoid. Now you have all your customer conversations in one place!

When this happens...
Session Transcript ReadyTriggers when a transcript is created for a completed session.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
ActionWrite

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More things you can do with Mavenoid and Salesforce Essentials

Discover other triggers and actions you can use with Mavenoid and Salesforce Essentials

New Conversation
Triggers when a new conversation is created.
Trigger
Instant
Try It
- Product ID
  Required
- Phone Number
- SMS Text
- Shorten url
- Include auth token
- Assign to agent
Action
Write
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Lead
  Required
Action
Write

- Salesforce Object
  Required
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
Action
Search

- Salesforce Object
  Required
- Search Value
  Required
Action
Search or write

Session Transcript Ready
Triggers when a transcript is created for a completed session.
Trigger
Instant
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search

About Mavenoid

Mavenoid combines self-service and live support in one, so companies can effortlessly support their customers in every step. From installing, to using, to troubleshooting their products.

HelpHelp

Related categories

Customer Support

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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