Add new Salesforce leads from new ChatBot users
Apps used in template
About
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.
Trusted by thousands of fast-scaling organizations around the globe
Similar templates for inspiration
Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.
Every time a new deal is created in Pipedrive, Make will automatically add that deal to a new row in a Google Sheets spreadsheet. The template uses this example spreadsheet.
Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new opportunity in Capsule CRM. The template uses this example spreadsheet.
This template periodically checks for new rows in a Google Sheets spreadsheet and uses the retrieved information to create new persons in Nutshell.
The template is using this sample Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
This template periodically checks for new receipts in Loyverse and uses the retrieved information to add new rows to a Google Sheets spreadsheet.
This example uses this sheet.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
This template periodically checks for new rows in a Google Sheets spreadsheet and uses the retrieved information to invite new members to a Circle.
The template is using this sample Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
Create your own workflow
Create custom 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.
FAQ
How Make works
Thousands of fast-scaling businesses create and automate on Make