Salesforce + Tidio

Create Salesforce records for new Tidio bot-sent contacts

Easily streamline your lead management process with this Tidio-Salesforce workflow. Whenever a new contact is sent from your Tidio chatbot, a Salesforce record will be automatically created, ensuring that important customer data is efficiently captured in your CRM. Save time and improve accuracy in managing your leads with this seamless automation.

Easily streamline your lead management process with this Tidio-Salesforce workflow. Whenever a new contact is sent from your Tidio chatbot, a Salesforce record will be automatically created, ensuring that important customer data is efficiently captured in your CRM. Save time and improve accuracy in managing your leads with this seamless automation.

  1. When this happens...
    TidioTidio
    Contact Sent From Bot

    Triggers when a contact is sent from the chosen node in your bot.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
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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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About Tidio

Tidio uniquely merges live chat, Bots, and Marketing Automation in one place to let you easily communicate with your customers.
Learn more

Related categories

  • Customer Support