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Salesforce + Appy Pie Chatbot Integrations

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

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

Create chatbot for customer service, sales, and marketing using Appy Pie free chatbot Builder software. Learn how to create a chatbot in 3 easy steps & build your own conversational AI chatbots

Appy Pie Chatbot Integrations

Best Salesforce and Appy Pie Chatbot Integrations

  • Salesforce Salesforce

    Appy Pie Chatbot + Salesforce

    Create Leads in Salesforce when Appy Pie Chatbot chat ends Read More...
    When this happens...
    Salesforce New Chat
     
    Then do this...
    Salesforce 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 Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Salesforce New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Salesforce {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{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 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 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.

How Salesforce & Appy Pie Chatbot Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Salesforce with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Appy Pie Chatbot as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Appy Pie Chatbot with Appy Pie Connect.

    (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.