Integrate Salesforce with Appy Pie Chatbot

Appy Pie Connect allows you to automate multiple workflows between Salesforce and Appy Pie Chatbot

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About Appy Pie Chatbot

Appy Pie Chatbot is a powerful and easy-to-use no-code chatbot builder. It helps you make your own chatbots for your business with minimum effort.

Appy Pie Chatbot Integrations

Best Salesforce and Appy Pie Chatbot Integrations

  • Salesforce Integration Salesforce Integration

    Appy Pie Chatbot + Salesforce

    Create Leads in Salesforce when Appy Pie Chatbot chat ends Read More...
    Close
    When this happens...
    Salesforce Integration New Chat
     
    Then do this...
    Salesforce Integration Create Lead
    Now you can automatically capture important lead information from within your app. Send it to Salesforce and turn that information into a new lead record. This will save you from manual data transfer and allow you to start dealing with the prospect’s enquiry immediately. Once this integration has been set up whenever Appy Pie Chatbot chat ends, Appy Pie Connect automatically creates a new lead on Salesforce. By setting up this Connect, you can keep your sales team updated about new sales opportunities.
    How It Works
    • A prospect ends Appy Pie Chatbot chat
    • Appy Pie Connect will automatically create a lead in Salesforce.
    What You Need
    • A Salesforce account
    • An Appy Pie Chatbot account
  • Salesforce Integration Salesforce Integration

    Appy Pie Chatbot + Salesforce

    Create Custom Object to Salesforce from New Chat in Chatbot Read More...
    Close
    When this happens...
    Salesforce Integration New Chat
     
    Then do this...
    Salesforce Integration Create Custom Object
  • Salesforce Integration Salesforce Integration

    Appy Pie Chatbot + Salesforce

    Create Contact to Salesforce from New Chat in Chatbot Read More...
    Close
    When this happens...
    Salesforce Integration New Chat
     
    Then do this...
    Salesforce Integration Create Contact
  • Salesforce Integration Salesforce Integration

    Appy Pie Chatbot + Salesforce

    Update Contact in Salesforce when New Chat is created in Chatbot Read More...
    Close
    When this happens...
    Salesforce Integration New Chat
     
    Then do this...
    Salesforce Integration Update Contact
  • Salesforce Integration Salesforce Integration

    Appy Pie Chatbot + Salesforce

    Update Custom Object in Salesforce when New Chat is created in Chatbot Read More...
    Close
    When this happens...
    Salesforce Integration New Chat
     
    Then do this...
    Salesforce Integration Update Custom Object
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Salesforce + Appy Pie Chatbot in easier way

It's easy to connect Salesforce + Appy Pie Chatbot without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Chat

    Triggers when the chatbot conversation is completed.

  • New Chats Data

    Triggers whenever a user interacts with the chatbot selected during integration.

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & Appy Pie Chatbot Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Appy Pie Chatbot as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to Appy Pie Chatbot.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Appy Pie Chatbot

This paper will be about the integration of Salesforce and Appy Pie Chatbot. The introduction of this paper is to give a brief overview of Salesforce. Salesforce is a cloud computing company that provides enterprise applications for sales, service and marketing. It also provides integration with many other software and services. Despite being one of the most popular CRM systems out there, lots of users still prefer to use manual methods to manage their contacts, leads, tasks, projects, campaigns and much more.

Integration of Salesforce and Appy Pie Chatbot

Salesforce has basic chat functionality that allows users to send instant messages to anyone in their customer relationship management system. But there are limitations to this integration. For example, the user must already know the person’s Salesforce username and email address before sending a message. This limits how it can be used in day-to-day communication. According to Appy Pie’s co-founder and CEO, Amit Sharma, “Appy Pie Chatbot helps companies engage with their customers in a conversational way without any need of knowing their contact details. We have been using Salesforce as our customer database while creating our own bot for over a year now.”

Benefits of Integration of Salesforce and Appy Pie Chatbot

Integration of Salesforce and Appy Pie Chatbot has many benefits. Appy Pie Chatbot can be used as a customer support agent for your organization. You can integrate it with the help of webhooks in order to trigger immediate escalations when an issue arises. In addition, it enables you to send targeted messages to the right customer at the right time. For example, Appy Pie Chatbot can remind you to fplow up with a customer who has not made any purchases within a month. One good thing about Appy Pie Chatbot is that all of the data that it uses is stored on its website rather than in a third-party server so you can feel safe knowing that your data is secure.

This paper briefly discusses the integration of Salesforce and Appy Pie Chatbot. Salesforce is an enterprise cloud computing platform that provides CRM sputions for businesses all around the world. Appy Pie Chatbot is easily integrated with different business tops such as Salesforce through webhooks. It allows you to connect with your customers via chat without knowing their contact information.

The process to integrate Salesforce and Appy Pie Chatbot may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.