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Olark + Salesforce

Create Salesforce leads from new Olark messages

When a new message lands in your Olark account, let this automation streamline your workflow by instantly generating a new lead in Salesforce. Instead of manually transferring information between the two platforms, this process saves time and ensures prompt follow-ups. Elect this tool to facilitate more meaningful connections with your potential customers.

When a new message lands in your Olark account, let this automation streamline your workflow by instantly generating a new lead in Salesforce. Instead of manually transferring information between the two platforms, this process saves time and ensures prompt follow-ups. Elect this tool to facilitate more meaningful connections with your potential customers.

  1. When this happens...
    OlarkOlark
    New Message

    Triggers once for each message when we get a transcript.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

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

    New Message

    Triggers once for each message when we get a transcript.

    Trigger
    Instant
    Try It
    • Salesforce ObjectsRequired

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

    New Transcript

    Triggers once when we get a new transcript.

    Trigger
    Instant
    Try It
    • History ObjectRequired

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

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About Olark

Olark makes it easy to add live chat to your website and provide instantaneous support to your users and get valuable feedback from them about your site.
Learn moreHelp

Related categories

  • Customer Support

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About Salesforce

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

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