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Zapier makes it easy to integrate Salesforce with Superchat - no code necessary. See how you can get setup in minutes.

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Salesforce
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Salesforce
1. Choose trigger event
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Superchat
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Superchat
2. Choose action
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1. Select the event
Setup
Test
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Salesforce
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Add Contact to Contact List" in Superchat.

You’re connected!

Zapier seamlessly connects Salesforce and Superchat, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Salesforce triggers, actions, and 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
    • Salesforce Objects
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    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 Object
      Required
    Trigger
    Polling
    Try It

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Customers have created over 25 million Zaps on the platform

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Connect Salesforce and Superchat to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Salesforce to Superchat integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Salesforce + Superchat integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Superchat

How do I set up a Salesforce and Superchat integration?

To set up a Salesforce and Superchat integration, you will need to log into your Zapier account, choose 'Make a Zap', and select Superchat as your trigger app. Choose the particular event in Superchat that will start your workflow, such as 'New Message'. Then select Salesforce as the action app and specify what action should happen there, like 'Create Lead'.

What triggers are available for integrating Superchat with Salesforce?

When integrating Superchat with Salesforce through our platform, you can use triggers such as 'New Message', which will activate the process of transferring data from Superchat to Salesforce.

Can I create custom actions in Salesforce based on Superchat interactions?

Yes, you can create custom actions in Salesforce triggered by events in Superchat. For example, when a new conversation is initiated in Superchat, you could automatically update an existing contact or create a new task in Salesforce.

How frequently does the integration between Salesforce and Superchat run?

The integration frequency depends on your plan with us. Generally, event-based triggers like a new message from Superchat to create or update records in Salesforce happen almost instantly.

Is it possible to integrate multiple chat channels from Superchat to different objects in Salesforce?

Yes, you can map different chat channels from Superchat to various objects within Salesforce. For instance, direct messages could create Cases while group messages might create Opportunities.

What should I do if the data isn't syncing between Superchat and Salesforce?

If there's an issue with data synchronization between Superchat and Salesforce, check if all authentication settings are correct. If everything seems correct but the problem persists, our support team is available for further assistance.

Do I need any special permissions in my Salesforce account for integration with Superchat?

You will need API access enabled on your Salesforce account. Additionally, ensure that the connected user has permission to read or write to the objects that you intend to automate.

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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Superchat
Superchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.
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