Salesforce + Watermelon

Add new Watermelon contacts to Salesforce

You can use this Zapier template to add new Watermelon contacts to Salesforce automatically. You'll save time because you won't have to enter data twice!

When this happens...
New Contact
Triggers when there's a new contact.
TriggerScheduled
automatically do this!
Create Contact
Creates a new contact in Salesforce.
ActionWrite

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Supported triggers and actions

What does this mean?

Handover Conversation Agent
Triggers when a conversation is handed over from the chatbot to a human agent
Trigger
Instant
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New Contact
Triggers when there's a new contact.
Trigger
Scheduled
Try It
Updated Contact
Updated contacts.
Trigger
Instant
Try It
- Conversation ID
- User ID
- Message typeRequired
- Message bodyRequired
Action
Write
- Contact idRequired
Action
Search

- Search valueRequired
Action
Search
- History ObjectRequired
Trigger
Scheduled
Try It

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
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Handover Conversation Team
Triggers when a conversation is handed over from the chatbot to a team
Trigger
Instant
Try It
New Conversation
Triggers when there's a new conversation.
Trigger
Scheduled
Try It
New Contact
Creates a new contact
Action
Write
- Contact idRequired
Action
Write
- Conversation idRequired
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Watermelon

With Watermelon you create chatbots, manage conversations and collaborate with your team to deliver an unforgettable customer service experience.

Help

Related categories

Customer Support

PRODUCTS

CAPABILITIES

By team

Salesforce + Watermelon

Add new Watermelon contacts to Salesforce

Handover Conversation Agent

New Contact

Updated Contact

Sends a Message

Conversation ID

User ID

Message bodyRequired

Find Contact

Contact idRequired

Search Contacts

Search valueRequired

New Field History Tracking Event

History ObjectRequired

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign

CampaignRequired

ContactRequired

Add Lead to Campaign

CampaignRequired

LeadRequired

Create Child Records (with line item support)

Parent ObjectRequired

Use Assignment Rules

Create File

FileRequired

Title

Description

Salesforce Object

Create Note

TitleRequired

Note

Salesforce ObjectRequired

Is Private

Create Record (UTC)

Salesforce ObjectRequired

Use Assignment Rules

Update Lead

Lead to UpdateRequired

Use Assignment Rules

Update Record (UTC)

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

Find Record

Salesforce ObjectRequired

Search ValueRequired

Second Field to Search By

Second Search Value

Search Operator

Find Record(s) by Query

Salesforce ObjectRequired

WHERE ClauseRequired

Find or Create Record

Salesforce ObjectRequired

Search ValueRequired

Second Field to Search By

Second Search Value

Search Operator

Use Assignment Rules

Handover Conversation Team

New Conversation

New Contact

Updates an Existing Contact

Contact idRequired

Find Conversation

Conversation idRequired

New Contact

New Lead

New Record

Salesforce ObjectsRequired

Updated Record

Salesforce ObjectRequired