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Integrate ChatBot with Salesforce to automate your work

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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

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How Zapier works

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

Select a trigger from ChatBot

A trigger is an event that starts your Zap and runs the workflow. For example, with ChatBot, a trigger could be "New Message."

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

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, 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 ChatBot to Salesforce

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.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect ChatBot to Salesforce with a Zapier template.

Our most popular template

Create new Salesforce leads from new ChatBot messages
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ChatBot + Salesforce
Create leads in Salesforce from new ChatBot messages
Premium
Details
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ChatBot + Salesforce

Create new Salesforce leads from new ChatBot messages

Premium

ChatBot + Salesforce

Create leads in Salesforce from new ChatBot messages

Premium

ChatBot + Salesforce

Make work flow with AI

Level up your ChatBot to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about ChatBot + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ChatBot and Salesforce

How do I integrate ChatBot with Salesforce?

To integrate ChatBot with Salesforce, you can use our platform to set up automated workflows. You'll need to connect both your ChatBot and Salesforce accounts. Once connected, you can define triggers and actions such as creating a new contact in Salesforce when a new conversation starts in ChatBot.

What triggers and actions are available for the ChatBot-Salesforce integration?

Our platform offers several triggers and actions for integrating ChatBot with Salesforce. Triggers might include 'New Message in ChatBot' or 'New User', while actions can involve creating records like leads, contacts, or opportunities in Salesforce automatically.

Can I customize the data transferred from ChatBot to Salesforce?

Yes, you can customize the data fields transferred from ChatBot to Salesforce. Our integration setup allows you to map specific fields between the two platforms, ensuring that only relevant data is exchanged during workflows.

Is it possible to trigger a Salesforce workflow from a ChatBot interaction?

Absolutely. You can set up triggers within our platform so that specific interactions in ChatBot, such as receiving a specific keyword or command, activate workflows within Salesforce.

How secure is the integration between ChatBot and Salesforce?

We prioritize security in our integrations by ensuring all data transfers between ChatBot and Salesforce are encrypted. We also comply with industry standards to protect user information throughout the process.

Are there any limitations on syncing data between ChatBot and Salesforce?

While our integration provides comprehensive syncing capabilities, limitations may come from API restrictions of either platform or specific user permissions within your Salesforce account. It’s important to review these settings during setup.

Do I need technical expertise to set up the integration between ChatBot and Salesforce?

No technical expertise is required for setting up the integration! Our intuitive interface guides you through each step of connecting systems and establishing automation rules such as defining triggers and mapping fields.

Connect ChatBot and Salesforce 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect ChatBot and Salesforce 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

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.

New Message
Triggers when a user sends a message that triggers the chosen interaction.
Trigger
Instant
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New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It

- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write

- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Learn how to automate ChatBot on the Zapier blog

Automate Salesforce: get inspired on the Zapier blog

About ChatBot

ChatBot is a universal and comprehensive framework for building modern AI chatbots. It can be used by total beginners as well as advanced developers.

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Related categories

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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