Salesforce Essentials + ServiceBell + Filter by Zapier
Find or create Salesforce Essentials records from new visitor dials in ServiceBell
When a new visitor to your site requests a call via ServiceBell, they will be added to your Salesforce Essentials account if they do not already exist.
When a new visitor to your site requests a call via ServiceBell, they will be added to your Salesforce Essentials account if they do not already exist.
- When this happens...Visitor Dials
Triggers when a visitor requests help through the ServiceBell widget.
- automatically do this!Only continue if...
Set up rules to specify when this Zap can continue running.
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Alerts
Triggers when a ServiceBell alert is sent.
Try ItCalendar Event Created
Triggers when a new Calendar Event is created.
Try ItVisitor Dials
Triggers when a visitor requests help through the ServiceBell widget.
Try ItPhone NumberRequired
Email
First Name
Last Name
Timezone
Custom Metadata
Calendar Event Canceled
Triggers when a Calendar Event is canceled.
Try ItCalendar Event Created or Updated
Triggers when a Calendar Event is created or updated.
Try ItVisitor Email Added
Triggers when an email address is collected for a Visitor and added to their custom metadata.
Try ItOnly continue if...Required
