Salesforce Essentials + ServiceBell + Filter by Zapier
Find or create Salesforce Essentials records from new visitor dials in ServiceBell
When a new visitor to your site requests a call via ServiceBell, they will be added to your Salesforce Essentials account if they do not already exist.
When a new visitor to your site requests a call via ServiceBell, they will be added to your Salesforce Essentials account if they do not already exist.
- When this happens...Visitor Dials
Triggers when a visitor requests help through the ServiceBell widget.
- automatically do this!Only continue if...
Set up rules to specify when this Zap can continue running.
- Free forever for core features
- 14 day trial for premium features & apps
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.
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About ServiceBell
ServiceBell helps you win more customers and create better support experiences with live video chat, screen takeover, and user monitoring – directly on your website.
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.