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Salesforce + Verloop

Add new Verloop leads to Salesforce as leads

Combine Salesforce, the leading enterprise customer relationship manager with Verloop to prevent any cracks in your sales funnel and to save time transitioning your leads into customers. Using this integration. whenever a lead or customer starts a new conversation with your company via live chat, that will be added to their record in Salesforce automatically.

Combine Salesforce, the leading enterprise customer relationship manager with Verloop to prevent any cracks in your sales funnel and to save time transitioning your leads into customers. Using this integration. whenever a lead or customer starts a new conversation with your company via live chat, that will be added to their record in Salesforce automatically.

  1. When this happens...
    VerloopVerloop
    New Lead

    Triggers when a new lead is created from the recipe and the conversation is closed.

    TriggerInstant
  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?
    • RecipeRequired

    Trigger
    Instant
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
salesforce logo
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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verloop logo
verloop logo

About Verloop

Verloop is an AI-powered, smart conversational marketing and sales platform.

Related categories

Similar apps

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