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Salesforce + Trengo

Create leads in Salesforce from new inbound messages in Trengo

Streamline your lead management process with this efficient workflow. When a new inbound message lands in your Trengo app, this automation instantly creates a lead in your Salesforce system. By bridging communication and sales, this process ensures new potential clients are swiftly engaged and tracked, enhancing your customer relationship management.

Streamline your lead management process with this efficient workflow. When a new inbound message lands in your Trengo app, this automation instantly creates a lead in your Salesforce system. By bridging communication and sales, this process ensures new potential clients are swiftly engaged and tracked, enhancing your customer relationship management.

  1. When this happens...
    TrengoTrengo
    New Inbound Message

    Triggers when an inbound message is created.

    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?
  • Trengo triggers, actions, and search

    New Inbound Message

    Triggers when an inbound message is created.

    Trigger
    Instant
    Try It
  • Trengo triggers, actions, and search

    New Internal Note

    Triggers when an internal note is created.

    Trigger
    Instant
    Try It
  • Trengo triggers, actions, and search

    Phone Call Ended

    Triggers when a phone call has ended.

    Trigger
    Instant
    Try It
  • Trengo triggers, actions, and search

    Phone Call Started

    Triggers when a phone call has started.

    Trigger
    Instant
    Try It
  • Trengo triggers, actions, and search

    Ticket Label Added

    Triggers when a label is added to a conversation.

    Trigger
    Instant
    Try It
  • Trengo triggers, actions, and search

    New Outbound Message

    Triggers when an outbound message is created.

    Trigger
    Instant
    Try It
  • Trengo triggers, actions, and search

    Phone Call Missed

    Triggers when a phone call is missed.

    Trigger
    Instant
    Try It

    • Name

    • Email

    • Phone

    Action
    Write
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Trengo

Trengo is a team collaboration tool to manage conversations from channels such as web chat, email and WhatsApp via one inbox.
Help

Related categories