Salesforce Essentials + Tidio

Create new Salesforce Essentials records when new contacts are sent from Tidio bot

Improve your business communication and record management with this useful workflow. Whenever a new contact is sent from Tidio's bot, a corresponding record is quickly created in your Salesforce Essentials system. This automation ensures that all contact information from your chatbot interactions are transferred and stored in Salesforce Essentials, ensuring comprehensive and up-to-date records. Enhance your customer engagement and simplify your record-keeping process with this workflow.

Improve your business communication and record management with this useful workflow. Whenever a new contact is sent from Tidio's bot, a corresponding record is quickly created in your Salesforce Essentials system. This automation ensures that all contact information from your chatbot interactions are transferred and stored in Salesforce Essentials, ensuring comprehensive and up-to-date records. Enhance your customer engagement and simplify your record-keeping process with this workflow.

  1. When this happens...
    TidioTidio
    Contact Sent From Bot

    Triggers when a contact is sent from the chosen node in your bot.

    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

What does this mean?
  • 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
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Tidio

Tidio uniquely merges live chat, Bots, and Marketing Automation in one place to let you easily communicate with your customers.
Learn moreHelp

Related categories

  • Customer Support