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Chatra + Salesforce

Add new finished Chatra conversations as Salesforce leads

Do you want your Salesforce leads to be up to date with your conversations in Chatra? Look no further! This integration will allow you to automatically add or update leads in Salesforce when a conversation in Chatra ends.

Do you want your Salesforce leads to be up to date with your conversations in Chatra? Look no further! This integration will allow you to automatically add or update leads in Salesforce when a conversation in Chatra ends.

  1. When this happens...
    ChatraChatra
    New Finished Conversation

    Triggers when a conversation ends.

    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

  • Chatra triggers, actions, and search

    New Message in Conversation

    Triggers when a new message is sent in a conversation by a visitor or an agent.

    Trigger
    Instant
    Try It
  • Chatra triggers, actions, and search

    New Finished Conversation

    Triggers when a conversation ends.

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
  • Chatra triggers, actions, and search

    New Conversation

    Triggers when a new conversation is started by a visitor or an agent.

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It

    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
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About Chatra

Chatra is a live chat software that helps to increase revenue and collect feedback providing an easy way for website owners to talk to visitors in real time.
Learn more

Related categories

  • Customer Support
salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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