Chatrace + Salesforce Integration

Connect Chatrace to Salesforce in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Chatrace
    Order is created in Chatrace Instant
  • Chatrace
    Order is concluded in Chatrace Instant
  • Chatrace
    Order is canceled in Chatrace Instant
  • Chatrace
    Tag is applied in Chatrace Instant
  • Chatrace
    Tag is removed in Chatrace Instant
  • Chatrace
    Subscriber is created in Chatrace Instant
  • Chatrace
    User is unsubscribed from bot in Chatrace Instant
  • Chatrace
    Custom field value is changed in Chatrace Instant
  • Chatrace
    User is subscribed to sequence in Chatrace Instant
  • Chatrace
    User is unsubscribed from sequence in Chatrace Instant
  • Chatrace
    Cart is abandoned in Chatrace Instant
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.

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Ready Workflows Ready Workflows   for Chatrace + Salesforce Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Chatrace + Salesforce Integration

Create Salesforce record for new Chatrace order

With this Chatrace - Salesforce integration, whenever a new Chatrace order is placed, a new Salesforce record will be created for it. This simple automation will help you keep track of your orders and make sure that each one is processed properly.

You can even customize your Salesforce spreadsheet to include whatever information you need, such as customer contact information, order details, and shipping information. This automation will save you time and ensure that your business runs smoothly.
See more
Chatrace + Salesforce Integration

Create Salesforce contact from new Chatrace contact

If you're an ecommerce business owner who uses Chatrace to power your online store, you'll be happy to know that when a new contact is created in Salesforce, this automation will automatically create a contact in Chatrace.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Chatrace + Salesforce Integration

Create Salesforce contact from new Chatrace order

As an online store owner, you're likely using Chatrace to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Chatrace with Salesforce? This integration will allow you to automatically create a contact for each new order in Salesforce.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Who Is This Integration For?

Sales Teams
Sales Teams
Customer Success Managers
Customer Success Managers
Marketing Professionals
Marketing Professionals
Support Managers
Support Managers
Product Managers
Product Managers
Sales Teams
Sales teams often struggle with manually updating lead communication logs in Salesforce. They need a way to automatically track interactions with customers through chat systems like Chatrace.
Customer Success Managers
Customer success managers need to keep track of all client interactions to provide better service. Manually recording chat conversations from Chatrace into Salesforce is time-consuming and error-prone.
Marketing Professionals
Marketing professionals find it difficult to monitor engagement effectively across different channels. They often miss capturing chat leads directly into Salesforce, leading to incomplete data.
Support Managers
Support managers need to ensure that support interactions are captured and analyzed for service improvements. There is a challenge in integrating chat data with customer profiles in Salesforce.
Product Managers
Product managers require insights from customer chat interactions to improve product strategies. They need a seamless process to incorporate chat feedback from Chatrace into Salesforce for analysis.
Chatrace logo
Salesforce logo

What Can You Automate With Chatrace + Salesforce

Log Chatrace chats in Salesforce
Automatically log each chat conversation from Chatrace into Salesforce. This helps you keep detailed records of customer interactions, making follow-ups and customer management easier.
Create Salesforce tasks from Chatrace actions
Trigger task creation in Salesforce whenever certain actions occur in Chatrace, like a significant customer query. This ensures you never miss important follow-up actions.
Update Salesforce contact with Chatrace insights
You can automatically update your Salesforce contacts with insights gathered from Chatrace chats. This keeps your customer profiles comprehensive and up-to-date.
Route qualified leads from Chatrace to Salesforce
Instantly create a new lead in Salesforce when a chat in Chatrace meets your qualification criteria. This streamlines your lead management and enhances conversion chances.
Send follow-up emails via Salesforce after Chatrace chats
Once a chat concludes in Chatrace, automatically trigger Salesforce to send a personalized follow-up email. This ensures timely communication and better engagement with your prospects.
And much more...
Automations

Top 10 Most Popular Chatrace Automations from
Integrately Community

Just click on the workflow you want to automate

Chatrace logo
WordPress logo
Create WordPress post for new Chatrace order
Activate
Chatrace logo
Telegram logo
Send message from Telegram when order is created in Chatrace
Activate
Chatrace logo
Google Sheets logo
Create Google Sheets row for new Chatrace order
Activate
Chatrace logo
Chatwork logo
Send Chatwork message for new Chatrace order
Activate
Chatrace logo
Google Sheets logo
Create Google Sheets row for new Chatrace contact
Activate
Chatrace logo
WordPress logo
Create WordPress post for new Chatrace order
Activate
Chatrace logo
Telegram logo
Send message from Telegram when order is created in Chatrace
Activate
Chatrace logo
Google Sheets logo
Create Google Sheets row for new Chatrace order
Activate
Chatrace logo
Chatwork logo
Send Chatwork message for new Chatrace order
Activate
Chatrace logo
Google Sheets logo
Create Google Sheets row for new Chatrace contact
Activate
Chatrace logo
Bitrix24 logo
Create Bitrix24 contact from new Chatrace contact
Activate
Chatrace logo
Manychat logo
Create ManyChat contact for new Chatrace contact
Activate
Chatrace logo
Workast logo
Create Workast task for new Chatrace order
Activate
Chatrace logo
B2BBricks logo
Create B2BBricks response from new Chatrace contact
Activate
Chatrace logo
B2BBricks logo
Create B2BBricks response from new Chatrace order
Activate
Chatrace logo
Bitrix24 logo
Create Bitrix24 contact from new Chatrace contact
Activate
Chatrace logo
Manychat logo
Create ManyChat contact for new Chatrace contact
Activate
Chatrace logo
Workast logo
Create Workast task for new Chatrace order
Activate
Chatrace logo
B2BBricks logo
Create B2BBricks response from new Chatrace contact
Activate
Chatrace logo
B2BBricks logo
Create B2BBricks response from new Chatrace order
Activate

Top 10 Most Popular Salesforce Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
02
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
03
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
04
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
05
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
cloud
Salesforce
app integration
06
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
07
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
08
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
09
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
10
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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in $19.99

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Want to automate something else in your workflow?

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Salesforce
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