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Set up your first integration
Quickly connect tawk.to to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate tawk.to with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Chat Ended" from tawk.to.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects tawk.to and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- PropertyRequired
Try ItTriggerInstant- PropertyRequired
Try ItTriggerInstant- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling
- PropertyRequired
Try ItTriggerInstant- PropertyRequired
Try ItTriggerInstant- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling
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Practical ways you can use tawk.to and Salesforce
Sync customer inquiries to CRM
When a ticket is created in tawk.to, Zapier automatically creates or updates a record in Salesforce. This ensures all customer inquiries are logged and centralized for easier access, helping the business owner track customer needs and improve service quality.
Business OwnerQualify leads from live chats
When a new chat starts in tawk.to, Zapier sends the details of the visitor’s inquiry to Salesforce as a lead. This makes lead tracking consistent and ensures no conversation is overlooked, helping marketers identify potential customers quickly and streamline further outreach efforts.
Marketing & Marketing OpsLog chat transcripts to Salesforce
Every time a new chat session ends in tawk.to, Zapier uploads the transcript to Salesforce as a reference for the sales team. This automation reduces manual data entry, providing a seamless way to document interactions and strengthen ongoing customer engagement.
Sales OpsLearn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about tawk.to + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with tawk.to and Salesforce
How do I integrate tawk.to with Salesforce?
We offer integration through automation tools where you can set up triggers and actions between tawk.to and Salesforce. You'll need to specify a trigger event in tawk.to, such as a new chat or ticket, which can then perform an action in Salesforce like creating or updating a lead.
What are the prerequisites for connecting tawk.to with Salesforce?
To connect tawk.to with Salesforce, ensure you have admin access to both platforms. You’ll also need to identify the specific triggers from tawk.to activities and decide on corresponding actions within Salesforce, like updating contact records.
Can I trigger an action in Salesforce based on chats in tawk.to?
Yes, you can set up triggers based on specific chat events in our system. For example, when a new chat is initiated in tawk.to, it can automatically create or update contact information in your Salesforce account.
Do I need any coding skills to integrate these two platforms?
No coding skills are required for integrating tawk.to with Salesforce through our platform. The integration setup is designed to be user-friendly and involves selecting predefined triggers and actions that suit your workflow.
Is it possible to update Salesforce records automatically from tawk.to?
Absolutely! Automations allow for seamless updates of Salesforce records based on events in your tawk.to application. For instance, you might configure an automation where closing a chat prompts an update to existing customer information in Salesforce.
How do I manage permissions for data shared between integrated platforms?
When setting up integrations, we recommend reviewing user roles and permissions both in tawk.to and Salesforce. Ensure that only authorized personnel have access to sensitive data throughout the automation process.
What should I do if there's a failure in executing an integration task?
If there's a failure within a task execution—such as data not being sent between platforms—we suggest checking the trigger settings first. Ensure your chosen triggers and actions are still active and properly configured.
