Salesforce + tawk.to

Create new Salesforce leads from new tawk.to chat transcripts

Connect your Tawk.to and Salesforce platforms with this workflow. When a new chat transcript is created on Tawk.to, a lead is instantly formed on Salesforce, providing an efficient way to translate customer interactions into potential sales opportunities. Keep on top of your customer relationships and forge new ones without lifting a finger.

Connect your Tawk.to and Salesforce platforms with this workflow. When a new chat transcript is created on Tawk.to, a lead is instantly formed on Salesforce, providing an efficient way to translate customer interactions into potential sales opportunities. Keep on top of your customer relationships and forge new ones without lifting a finger.

  1. When this happens...
    tawk.totawk.to
    New Chat Transcript

    Triggers when a session ends.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • PropertyRequired

    Trigger
    Instant
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    • PropertyRequired

    Trigger
    Instant
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
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salesforce logo

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 integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
tawk-to logo
tawk-to logo

About tawk.to

tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
Learn more

Related categories

  • Customer Support