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Salesforce + Tidio

Create Salesforce records for new Tidio bot-sent contacts

Easily streamline your lead management process with this Tidio-Salesforce workflow. Whenever a new contact is sent from your Tidio chatbot, a Salesforce record will be automatically created, ensuring that important customer data is efficiently captured in your CRM. Save time and improve accuracy in managing your leads with this seamless automation.

Easily streamline your lead management process with this Tidio-Salesforce workflow. Whenever a new contact is sent from your Tidio chatbot, a Salesforce record will be automatically created, ensuring that important customer data is efficiently captured in your CRM. Save time and improve accuracy in managing your leads with this seamless automation.

  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 Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    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 leads from new Tidio bot contacts
  • Create new Salesforce contacts from Tidio bot-sent contacts

Related Zap Templates

  • Create Salesforce leads from new Tidio bot contacts

 

  • Create new Salesforce contacts from Tidio bot-sent contacts

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