Salesforce + Wix
Create Salesforce records from new Wix chats and inboxes
Streamline your chat management process with this efficient workflow. When a new chat comes into your Wix inbox, a corresponding record gets promptly created on Salesforce. This helps you to effectively track and manage customers communication bits, ensuring no conversation slips through the cracks. Cultivate client relationships and productivity with this automatic workflow.
Streamline your chat management process with this efficient workflow. When a new chat comes into your Wix inbox, a corresponding record gets promptly created on Salesforce. This helps you to effectively track and manage customers communication bits, ensuring no conversation slips through the cracks. Cultivate client relationships and productivity with this automatic workflow.
- When this happens...Chat and Inbox
Triggers when a visitor is live on your site.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Automation RuleRequired
Try ItBookings
Triggers when a session starts, ends or a client books or checks in.
Try ItChat and Inbox
Triggers when a visitor is live on your site.
Try ItBlog
Triggers when a new blog post is published or a user comments on a post.
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eCommerce
Triggers when a cart with items is abandoned or an order is placed.
Try ItEvents
Triggers when an event ends, a ticket is ordered or a guest joins the waitlist.
Try ItMembers and Contacts
Triggers when members or contacts make posts or adjust group status.
Try ItForms
Triggers when a form is submitted.
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