Intaker + Salesforce

Create Salesforce contacts from new Intaker chats

Ensure seamless business communication with this workflow that connects the Intaker app with Salesforce. When a new chat sparks in Intaker, the system promptly creates a new contact within Salesforce. This automation saves you time, boosts productivity, and enhances customer engagement. Streamline your workflow and never miss an opportunity to nurture your leads effectively.

Ensure seamless business communication with this workflow that connects the Intaker app with Salesforce. When a new chat sparks in Intaker, the system promptly creates a new contact within Salesforce. This automation saves you time, boosts productivity, and enhances customer engagement. Streamline your workflow and never miss an opportunity to nurture your leads effectively.

  1. When this happens...
    IntakerIntaker
    New Chat

    Triggers when a new chat is received by Intaker.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Organization NameRequired

    • Bot Name

    • Prompt Name

    Trigger
    Polling
    Try It
    • orgIdRequired

    • Lead Status Changed ToRequired

    • Lead Status Changed From

    • Filter

    Trigger
    Instant
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
intaker logo
intaker logo

About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms
Learn more

Related categories

  • Dashboards
salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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