respond.io + Salesforce

respond.io + Salesforce integrations

Create Salesforce records for new respond.io contacts

If your conversations with leads start over instant messaging, you’ll want to add the lead to your Salesforce records. With this automation, it’s simple. Whenever you create a new contact in respond.io, they’ll be added as a Salesforce record automatically.

When this happens...
New ContactTriggers when new Contact is created.
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 respond.io and Salesforce

Discover other triggers and actions you can use with respond.io and Salesforce

Call Ended
Triggers when a Call is ended.
Trigger
Instant
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Contact Tag Updated
Triggers when Tag(s) are removed or added on a Contact.
Trigger
Instant
Try It
- Source of the Event
Trigger
Instant
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Contact Lifecycle Updated
Triggers when a contact's lifecycle is updated
Trigger
Instant
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New Contact
Triggers when new Contact is created.
Trigger
Instant
Try It

- Message Type
- Source of the Event
Trigger
Instant
Try It
- Name
  Required
- Description
- Color Code
- Emoji
Action
Write

- Identifier Type
  Required
- Contact's First Name
  Required
- Contact's Last Name
- Contact's Preferred Language
- Contact's Profile Picture URL
- Contact's Country
Action
Write
- Identifier Type
  Required
- Contact's First Name
- Contact's Last Name
- Contact's Preferred Language
- Contact's Profile Picture URL
- Contact's Country
Action
Write
- Name
  Required
Action
Write
- Identifier Type
  Required
- Channel Type
  Required
- Message Type
  Required
Action
Write
- Identifier Type
  Required
- Contact's First Name
- Contact's Last Name
- Contact's Preferred Language
- Contact's Profile Picture URL
- Contact's Country
Action
Write
- Identifier Type
  Required
- Conversation Status
  Required
Action
Write
- Current Name
  Required
- Name
- Description
- Color Code
- Emoji
Action
Write
- Optional
Action
Search
- Optional
Action
Search
- Identifier Type
  Required
Action
Search
- Custom Field ID
  Required
Action
Search
- User ID
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- 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
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- 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

Contact Assignee Updated
Triggers when the assignee of a Contact is updated.
Trigger
Instant
Try It
- Contact Field Type
Trigger
Instant
Try It
- Source of the Event
Trigger
Instant
Try It
New Comment
Triggers when a new comment is posted to a conversation.
Trigger
Instant
Try It
- Message Type
Trigger
Instant
Try It
- Identifier Type
  Required
- Comment
  Required
Action
Write
- Identifier Type
  Required
- Tags
  Required
Action
Write
- Name
  Required
- Description
- Slug
- Type
  Required
Action
Write
- Identifier Type
  Required
Action
Write
- Identifier Type
  Required
Action
Write
- Identifier Type
  Required
Action
Write
- Identifier Type
  Required
- Assignment Type
  Required
Action
Write
- Identifier Type
  Required
- Lifecycle Stage Name
  Required
Action
Write
- Optional
Action
Search
- Optional
Action
Search
- Identifier Type
  Required
Action
Search
- Identifier Type
  Required
- Message Id
  Required
Action
Search
- Search
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 respond.io

respond.io unifies customer communication across instant messaging, web chat, and email for organizations that market, sell, and support.

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Related categories

CRM (Customer Relationship Management)

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About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Similar apps

Zapier Forms

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

respond.io + Salesforce

respond.io + Salesforce

Create Salesforce records for new respond.io contacts

More things you can do with respond.io and Salesforce

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