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Salesforce + Tidio

Create Salesforce leads from new Tidio bot contacts

Effortlessly manage your leads in Salesforce by connecting it to Tidio with this seamless workflow. Whenever a new contact is sent from your Tidio chatbot, this integration will create a lead in Salesforce. With this automation, stay organized and up-to-date with no added hassle, ensuring you never miss out on potential opportunities.

Effortlessly manage your leads in Salesforce by connecting it to Tidio with this seamless workflow. Whenever a new contact is sent from your Tidio chatbot, this integration will create a lead in Salesforce. With this automation, stay organized and up-to-date with no added hassle, ensuring you never miss out on potential opportunities.

  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!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Send to Zapier NodeRequired

    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

    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    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

    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About Salesforce

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

Related Zap Templates

  • Create Salesforce records for new Tidio bot-sent contacts
  • Create new Salesforce contacts from Tidio bot-sent contacts

Related Zap Templates

  • Create Salesforce records for new Tidio bot-sent contacts

 

  • Create new Salesforce contacts from Tidio bot-sent contacts

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