Connect Cliengo to Salesforce Essentials and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Cliengo with Salesforce Essentials - no code necessary. See how you can get setup in minutes.

Select a trigger from Cliengo

A trigger is an event that starts your Zap and runs the workflow. For example, with Cliengo, a trigger could be "Nuevo Cliente - New Customer."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce Essentials

An action is what takes place after the automation is triggered. For example, with Salesforce Essentials, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Cliengo to Salesforce Essentials

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Cliengo and Salesforce Essentials to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Cliengo and Salesforce Essentials to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- Website
- Nombre del lead si es vacio / Lead name if empty
- Tiempo de espera de nuevos contactos (min) / Delay time for new contacts (min)
- Email con el teléfono si es Vacio / Email with phone if empty
Trigger
Scheduled
Try It
- Nombre / First Name
  Required
- Apellido / Last Name
- Correo Electronico / Email
  Required
- Teléfono / Phone
- Teléfono Internacionl / International Phone
- Whatsapp
- Identificación Nacional / National Indentity
- Edad / Age
- Estado / Status
- Mensaje / Message
- Nacionalidad / Nationality
- Website
- Nombre de Empresa / Company Name
- URL de Referencia / Referal URL
- Referido / Referer
- Landing URL
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Content
- UTM Term
- UTM Adgroup
- Google Click Identifier
- Dirección IP / IP Direction
- Campos Personalizados / Custom Params
Action
Write
- Field
  Required
Action
Search
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It

- Campaign
  Required
- Contact
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write

- Salesforce Object
  Required
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search

- Website
- Nombre del lead si es vacio / Lead name if empty
- Tiempo de espera de nuevos contactos (min) / Delay time for new contacts (min)
- Email con el teléfono si es Vacio / Email with phone if empty
Trigger
Scheduled
Try It
- ID
  Required
- Nombre / First Name
  Required
- Correo Electronico / Email
  Required
- Teléfono / Phone
- Calificación / Rating
- Estado / Status
Action
Write
- Field
  Required
Action
Search
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Lead
  Required
Action
Write
- Salesforce Object
  Required
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
Action
Search or write