Chatbase + Salesforce

Create new Salesforce leads from Chatbase form submissions

Boost your relationship with potential customers by utilizing this workflow. When a new form submission is completed in Chatbase, a lead is swiftly created in Salesforce. This automation ensures that you promptly receive important customer details, enabling better engagement and quicker follow-ups. So, stay ahead in the competition by turning leads into clients with this streamlined process.

Boost your relationship with potential customers by utilizing this workflow. When a new form submission is completed in Chatbase, a lead is swiftly created in Salesforce. This automation ensures that you promptly receive important customer details, enabling better engagement and quicker follow-ups. So, stay ahead in the competition by turning leads into clients with this streamlined process.

  1. When this happens...
    ChatbaseChatbase
    Form Submission

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • MessageRequired

    • Chatbot IDRequired

    • Model

    • Conversation ID

    Action
    Write
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
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About Chatbase

With Chatbase, you can create a custom GPT chatbot that knows your data. Upload a pdf or a link and get a chatbot that has the info on it.
Learn more

Related categories

  • AI Tools
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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