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Mavenoid + Salesforce Essentials

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!

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!

  1. When this happens...
    MavenoidMavenoid
    Session Transcript Ready

    Triggers when a transcript is created for a completed session.

    TriggerInstant
  2. automatically do this!
    Salesforce EssentialsSalesforce Essentials
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Mavenoid triggers, actions, and search

    New Conversation

    Triggers when a new conversation is created.

    Trigger
    Instant
    Try It
  • Action
    Write
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Mavenoid triggers, actions, and search

    Session Transcript Ready

    Triggers when a transcript is created for a completed session.

    Trigger
    Instant
    Try It
  • Salesforce Essentials triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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mavenoid logo

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.

Related categories

  • Customer Support
salesforce-essentials logo
salesforce-essentials logo

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 moreHelp

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier