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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.

  1. When this happens...
    WatermelonWatermelon
    New Contact

    Triggers when there's a new contact.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Watermelon triggers, actions, and search

    Handover Conversation Agent

    Triggers when a conversation is handed over from the chatbot to a human agent

    Trigger
    Instant
    Try It
    • Conversation ID

    • User ID

    • Message typeRequired

    • Message bodyRequired

    Action
    Write
  • Watermelon triggers, actions, and search

    Handover Conversation Team

    Triggers when a conversation is handed over from the chatbot to a team

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

    New Contact

    Creates a new contact

    Action
    Write
    • Contact idRequired

    Action
    Write
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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

About Watermelon

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

Related categories