Connect Salesforce and ChatBot integrations
Connect Salesforce and ChatBot with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Salesforce and ChatBot to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a bulk data job is created.
Triggers when a field has changed in an object.
Triggers when a record is created or updated in an object.
Creates a new user.
Returns details of a story specified by ID.
Returns details of a user specified by ID.
Performs an arbitrary API call.
Updates a user specified by ID.
Returns a list of all stories.
Searches for users or lists them all.
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Create custom Salesforce and ChatBot workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Creates a new user.
Deletes a record.
Downloads an attachment or a document.
Gets a specified record in an object.
Returns details of a story specified by ID.
Returns details of a user specified by ID.
Connect any app with Salesforce and ChatBot
Popular Salesforce and ChatBot workflows.
Looking to get more out of Salesforce and ChatBot? With Make you can visually integrate Salesforce and ChatBot into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Add new Salesforce leads from new ChatBot users
This scenario periodically checks for new ChatBot users and uses the retrieved information to create new leads in Salesforce. The template is using "Lead Generation Bot" template from Chatbot. The bot is asking for name, email, company name, company size, and a purpose of the inquiry. It's important to pay attention to the scenario schedule and to the filter configuration in the first Chatbot module - both elements need to be the same. If you schedule this scenario to run every 15 minutes then the scenario should only check new users created in the last 15 minutes.
TRY IT ->Send Conversion Events to LinkedIn Conversions API from Salesforce
Use this template to send offline conversion events from Salesforce to LinkedIn Ads. To properly configure the template, watch the how-to video [here](https://youtu.be/a3RWHu4xht4).
TRY IT ->Update Salesforce records using data from a custom webhook
Automatically update Salesforce records with data from a custom webhook, ensuring your CRM stays current with real-time information from external sources.
TRY IT ->List and update Salesforce records automatically
Automatically list and update Salesforce records with this template. Streamline your Salesforce data management by listing records and updating them effortlessly.
TRY IT ->Add new Facebook Lead Ads leads to Salesforce as responsible records
Effortlessly manage your leads with this powerful template that connects Facebook Lead Ads and Salesforce. Every time a new lead is generated through your Facebook Lead Ads, Make will automatically create a corresponding record in Salesforce. This seamless integration ensures that you never miss a potential customer and can efficiently track and nurture your leads in your Salesforce CRM. Streamline your lead management process and enhance your sales strategy today.
TRY IT ->Create a responsible record in Salesforce from a custom webhook
Streamline your lead management process by integrating custom webhooks with Salesforce. This template allows you to automatically create a responsible record in Salesforce every time a custom webhook is triggered. Enhance your data collection and ensure that every lead is promptly recorded, improving your team's efficiency and response time. Perfect for businesses looking to automate their workflows and maintain accurate records in Salesforce.
TRY IT ->Enrich company data with ChatGPT, create Salesforce leads, and notify via Slack
Automatically enhance company information using ChatGPT, seamlessly generate leads in Salesforce, and receive instant notifications via Slack. Improve business communication and efficiency by keeping your team updated with real-time lead information.
TRY IT ->Enrich lead's company data, create leads in Salesforce and send Slack notifications
Optimize your lead generation process by enriching company data, integrating with Salesforce, and sending Slack messages for improved communication and business growth.
TRY IT ->Sync Typeform leads to Salesforce for randomized location-based sales rep assignment
Streamline your lead management process by automatically syncing new Typeforms leads to Salesforce. This template enhances distribution fairness by randomly assigning each lead to a sales representative based on their geographic location. Ideal for teams with multiple reps per region, it ensures an equitable workload distribution and maximizes conversion opportunities by promptly engaging leads with the right local expertise.
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