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Zapier makes it easy to integrate tawk.to with Salesforce - no code necessary. See how you can get setup in minutes.
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tawk.to
tawk.to
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
tawk.to
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Chat Ended" from tawk.to.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects tawk.to and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use tawk.to and Salesforce with AI agents and code
Beyond Zap workflows. Call tawk.to and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose tawk.to and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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Practical ways you can use tawk.to and Salesforce
Sync customer inquiries to CRM
When a ticket is created in tawk.to, Zapier automatically creates or updates a record in Salesforce. This ensures all customer inquiries are logged and centralized for easier access, helping the business owner track customer needs and improve service quality.
When a new chat starts in tawk.to, Zapier sends the details of the visitor’s inquiry to Salesforce as a lead. This makes lead tracking consistent and ensures no conversation is overlooked, helping marketers identify potential customers quickly and streamline further outreach efforts.
Every time a new chat session ends in tawk.to, Zapier uploads the transcript to Salesforce as a reference for the sales team. This automation reduces manual data entry, providing a seamless way to document interactions and strengthen ongoing customer engagement.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your tawk.to to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about tawk.to + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with tawk.to and Salesforce
How do I integrate tawk.to with Salesforce?
We offer integration through automation tools where you can set up triggers and actions between tawk.to and Salesforce. You'll need to specify a trigger event in tawk.to, such as a new chat or ticket, which can then perform an action in Salesforce like creating or updating a lead.
What are the prerequisites for connecting tawk.to with Salesforce?
To connect tawk.to with Salesforce, ensure you have admin access to both platforms. You’ll also need to identify the specific triggers from tawk.to activities and decide on corresponding actions within Salesforce, like updating contact records.
Can I trigger an action in Salesforce based on chats in tawk.to?
Yes, you can set up triggers based on specific chat events in our system. For example, when a new chat is initiated in tawk.to, it can automatically create or update contact information in your Salesforce account.
Do I need any coding skills to integrate these two platforms?
No coding skills are required for integrating tawk.to with Salesforce through our platform. The integration setup is designed to be user-friendly and involves selecting predefined triggers and actions that suit your workflow.
Is it possible to update Salesforce records automatically from tawk.to?
Absolutely! Automations allow for seamless updates of Salesforce records based on events in your tawk.to application. For instance, you might configure an automation where closing a chat prompts an update to existing customer information in Salesforce.
How do I manage permissions for data shared between integrated platforms?
When setting up integrations, we recommend reviewing user roles and permissions both in tawk.to and Salesforce. Ensure that only authorized personnel have access to sensitive data throughout the automation process.
What should I do if there's a failure in executing an integration task?
If there's a failure within a task execution—such as data not being sent between platforms—we suggest checking the trigger settings first. Ensure your chosen triggers and actions are still active and properly configured.
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.
