Salesforce + Watermelon
Create Salesforce records for new Watermelon contacts
Want to make sure your records in Salesforce are in line with your contacts in Watermelon? Stop copying them manually, and set up this integration! From then on, every new contact created in Watermelon will automatically be added as a Salesforce record.
Want to make sure your records in Salesforce are in line with your contacts in Watermelon? Stop copying them manually, and set up this integration! From then on, every new contact created in Watermelon will automatically be added as a Salesforce record.
- When this happens...New Contact
Triggers when there's a new contact.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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Archive Conversation
Triggers when a conversation is archived. Includes conversation and contact data with custom fields.
Try ItHandover Conversation Team
Triggers when a conversation is handed over from the chatbot to a team
Try ItNew Conversation
Triggers when there's a new conversation.
Try ItFirst Name
Last Name
Email Address
Telephone Number
