Connect tawk.to and Salesforce to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect tawk.to to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate tawk.to with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from tawk.to
Setup an action from Salesforce
That’s it! You just connected tawk.to to Salesforce
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Frequently Asked Questions about tawk.to + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with tawk.to and Salesforce
How do I integrate tawk.to with Salesforce?
We offer integration through automation tools where you can set up triggers and actions between tawk.to and Salesforce. You'll need to specify a trigger event in tawk.to, such as a new chat or ticket, which can then perform an action in Salesforce like creating or updating a lead.
What are the prerequisites for connecting tawk.to with Salesforce?
To connect tawk.to with Salesforce, ensure you have admin access to both platforms. You’ll also need to identify the specific triggers from tawk.to activities and decide on corresponding actions within Salesforce, like updating contact records.
Can I trigger an action in Salesforce based on chats in tawk.to?
Yes, you can set up triggers based on specific chat events in our system. For example, when a new chat is initiated in tawk.to, it can automatically create or update contact information in your Salesforce account.
Do I need any coding skills to integrate these two platforms?
No coding skills are required for integrating tawk.to with Salesforce through our platform. The integration setup is designed to be user-friendly and involves selecting predefined triggers and actions that suit your workflow.
Is it possible to update Salesforce records automatically from tawk.to?
Absolutely! Automations allow for seamless updates of Salesforce records based on events in your tawk.to application. For instance, you might configure an automation where closing a chat prompts an update to existing customer information in Salesforce.
How do I manage permissions for data shared between integrated platforms?
When setting up integrations, we recommend reviewing user roles and permissions both in tawk.to and Salesforce. Ensure that only authorized personnel have access to sensitive data throughout the automation process.
What should I do if there's a failure in executing an integration task?
If there's a failure within a task execution—such as data not being sent between platforms—we suggest checking the trigger settings first. Ensure your chosen triggers and actions are still active and properly configured.
Connect tawk.to and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
