ChatBot + Salesforce Essentials

Add leads to Salesforce Essentials from new messages in ChatBot

Need to streamline your lead capture tasks? This integration is a great way to do that. Once it's set up, you'll automatically create a lead in your Salesforce Essentials account whenever a new ChatBot message is received.

Need to streamline your lead capture tasks? This integration is a great way to do that. Once it's set up, you'll automatically create a lead in your Salesforce Essentials account whenever a new ChatBot message is received.

  1. When this happens...
    ChatBotChatBot
    New Message

    Triggers when a user sends a message that triggers the chosen interaction.

    TriggerInstant
  2. automatically do this!
    Salesforce EssentialsSalesforce Essentials
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    ActionWrite
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Supported triggers and actions

  • Salesforce Essentials triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
    • FileRequired

    • Salesforce ObjectRequired

    • Description

    • Is Private

    Action
    Write
chatbot logo
chatbot logo

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.
Learn more

Related categories

  • AI Tools
  • Customer Support
salesforce-essentials logo
salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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