Chat Agents + Salesforce

Update records in Salesforce with new updates to Chat Agents leads

With this Zap, updates to your leads in Chat Agents are automatically updated to your existing record in Salesforce. Keep your lead data fresh without slowing down to enter new updates by hand.

When this happens...
Chat Lead Updates
Triggers when a existing lead is updated.
TriggerInstant
automatically do this!
Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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Supported triggers and actions

Chat Lead Updates
Triggers when a existing lead is updated.
Trigger
Instant
Try It
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It

- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

New Chat Lead
Triggers when there's a new chat lead.
Trigger
Instant
Try It
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
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
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

About Chat Agents

Chat Agents is a true human-managed 24/7 website live chat service provider.

Related categories

Customer Support

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

Chat Agents + Salesforce

Update records in Salesforce with new updates to Chat Agents leads

Chat Lead Updates

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Lead

Create Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Find or Create Record

New Chat Lead

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create File

Create Note

Create Record (UTC)

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record by Query

About Chat Agents

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces