Attentive + Salesforce

Manage new outbound Salesforce messages by updating custom attributes in Attentive

Ensure a seamless flow of data from Salesforce to Attentive with this streamlined workflow. Whenever a new outbound message is sent from Salesforce, it will promptly update the custom attributes in your Attentive platform. This automation allows you to keep your marketing efforts aligned and make data-driven decisions effortlessly. It's an effective way to save time on manual data entry and focus more on strategic initiatives.

When this happens...
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
TriggerInstant
automatically do this!
Custom Attributes
Make a call to this endpoint for any attribute-based data.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Email Message Link Clicked
This event occurs when an email message link is clicked.
Trigger
Instant
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Email Sent
This event occurs when an email message is sent.
Trigger
Instant
Try It
Email Unsubscribed
This event occurs when a user opts out of an email subscription.
Trigger
Instant
Try It
SMS Sent
This event occurs when an SMS message is sent.
Trigger
Instant
Try It
SMS Unsubscribed
This event occurs when a user opts out of an SMS subscription.
Trigger
Instant
Try It
- Phone
- Email
- PropertiesRequired
Action
Write
- Subject Email
- Subject Phone
- Request Message
Action
Write
- Upload IDRequired
Action
Write
- Phone
- Email
- Creative IDRequired
Action
Write
- Phone
- Email
- Product Name
- Product IDRequired
- Product Variant IDRequired
- Product Image URL
- Product URL
- PriceRequired
- Currency
- Quantity
- Occurred At
Action
Write
- Phone
- Email
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Custom Attribute Set
This event occurs when a custom attribute is set.
Trigger
Instant
Try It
Email Opened
This event occurs when an email message is opened.
Trigger
Instant
Try It
Email Subscribed
This event occurs when a user opts in to an email subscription.
Trigger
Instant
Try It
SMS Message Link Clicked
This event occurs when an SMS message link is clicked.
Trigger
Instant
Try It
SMS Subscribed
This event occurs when a user opts in to an SMS subscription.
Trigger
Instant
Try It
- Phone
- Email
- Product Name
- Product IDRequired
- Product Variant IDRequired
- Product Image URL
- Product URL
- PriceRequired
- Currency
- Quantity
- Occurred At
Action
Write
- Phone
- Email
- Event TypeRequired
- Properties
- External Event ID
- Occurred At
Action
Write
- Phone
- Email
Action
Write
View Recent Catalog Uploads
Make a call to this endpoint to list recent catalog uploads with their statuses to gain visibility into the ingestion workflow in order of creation. See the POST of this endpoint for details.
Action
Write
- Phone
- Email
- Message TypeRequired
- Marketing ChannelRequired
Action
Write
- Phone
- Email
- Product Name
- Product IDRequired
- Product Variant IDRequired
- Product Image URL
- Product URL
- PriceRequired
- Currency
- Quantity
- Occurred At
Action
Write

About Attentive

Attentive® is the leader in conversational commerce, reinventing business to consumer communication. Our SMS-first software platform helps everyone from entrepreneurs to enterprises strengthen relationships with their consumers in a new way.

Learn more

Related categories

Marketing

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Update custom attributes in Attentive when fields on Salesforce records are updated

Send emails in Attentive and create new records in Salesforce

Attentive + Salesforce

Manage new outbound Salesforce messages by updating custom attributes in Attentive

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Email Message Link Clicked

Email Sent

Email Unsubscribed

SMS Sent

SMS Unsubscribed

Custom Attributes

Delete Request

Lookup Product Catalog Ingestion

Subscribe User

Product View

Get Subscription Eligibility for a User

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Custom Attribute Set

Email Opened

Email Subscribed

SMS Message Link Clicked

SMS Subscribed

Add to Cart

Custom Events

Get Custom Attributes for a User

View Recent Catalog Uploads

Unsubscribe Subscriptions for a User

Purchase

About Attentive

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates