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respond.io + Salesforce

Create new respond.io contacts from updated Salesforce records

Maintain up-to-date records between Salesforce and respond.io with this seamless workflow. When a record field in Salesforce experiences a change, the corresponding field in your respond.io record is updated in real time. This efficiency can help reduce manual tasks, improve data accuracy, and ensure consistent records in both Salesforce and respond.io.

Maintain up-to-date records between Salesforce and respond.io with this seamless workflow. When a record field in Salesforce experiences a change, the corresponding field in your respond.io record is updated in real time. This efficiency can help reduce manual tasks, improve data accuracy, and ensure consistent records in both Salesforce and respond.io.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    respond.iorespond.io
    Create Contact

    Creates a Contact. Leave the contact field empty if you want to store an empty value. It is highly recommended to add a delay before executing a new action after creating a new contact, as processing time is required.

    ActionWrite
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Supported triggers and actions

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

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
    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
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About respond.io

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

Related categories

  • CRM (Customer Relationship Management)

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salesforce logo

About Salesforce

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

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