Chatwork + Salesforce Integration

Integrate Chatwork to Salesforce in one click, or tell Integrately AI how you want each lead handled. Notify your team, create tasks, and manage communications instantly.

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Use premium features free for 14 daysUse premium features free for 14 days.
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  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated 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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Ready Workflows Ready Workflows for Chatwork + Salesforce Integration

Send messages on team updates, create tasks from leads, update project rooms, and notify team members, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Chatwork Integration

Create Chatwork task for new Salesforce record

As any project manager knows, tasks are essential for tracking progress on a project. Not only do they provide a clear outline of what needs to be done, but they also help to keep team members on schedule.

However, creating tasks can be a time-consuming process, particularly if there are many steps involved. One way to streamline the task-creation process in Chatwork is to use this Salesforce - Chatwork integration. Using this integration, you can create a new task in Chatwork that will be automatically populated with data from a new record in a Salesforce.

This can help to save valuable time and ensure that each task contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the task-creation process.
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Salesforce + Chatwork Integration

Create Chatwork task for new Salesforce task

Salesforce provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Salesforce. Chatwork is a great tool for this.

All you need to do is - integrate Chatwork with Salesforce to create task in Chatwork automatically when certain task occur in Salesforce. This can save you time by not having to manually create tasks in both systems.
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Salesforce + Chatwork Integration

Send Chatwork message for new Salesforce record

This Salesforce - Chatwork integration lets you automatically send a Chatwork message for every new Salesforce record created! This means that you'll never have to miss a beat when it comes to monitoring your team's progress on important projects. Plus, it's a great way to keep everyone up-to-date on what's going on.

Simply set up the automation and let it do its thing - there's no need to manually send messages every time something changes. So go ahead and give it a try - your team will thank you for it!
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Salesforce + Chatwork Integration

Create Chatwork task for new Salesforce opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Chatwork to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Salesforce? Well now there is!

With our integration between Salesforce and Chatwork, creating task in Chatwork is now easier than ever. Whenever a opportunity is created in Salesforce, you can automatically create a corresponding task in Chatwork to keep your team up-to-date.
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Connect more apps to your Chatwork + Salesforce flow

Send lead data to email, team chat, support tools, and calendar bookings to keep operations running smoothly. Pick a combination and activate it in one click.

Chatwork
Salesforce
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GmailGmail (3)
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SlackSlack (3)
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Jira Software CloudJira Software Cloud (3)
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Google DriveGoogle Drive (3)
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ZendeskZendesk (3)
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CalendlyCalendly (3)
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When a new lead is created in Salesforce, send an email in Gmail and create a task in Chatwork.
New Salesforce leads immediately trigger a Gmail email and a corresponding Chatwork task without manual steps.
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When a Salesforce case is updated, send a notification email in Gmail and send a message in Chatwork.
Updated Salesforce cases alert your team via Gmail and Chatwork instantly.
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When a Salesforce opportunity is created, send a welcome email in Gmail and create a room in Chatwork.
New Salesforce opportunities trigger a welcome email in Gmail and a dedicated project room in Chatwork.

Supported triggers and actions for Chatwork and Salesforce

Mix and match to build the exact automation you need

Chatwork
Chatwork Triggers & Actions
No trigger is available
Send Message in Chatwork
Delivers a message to a designated recipient
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Create Task in Chatwork
Creates a new task
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Create Room in Chatwork
Generates a new virtual meeting space
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Chatwork + Salesforce?

Streamline your customer data management by connecting Salesforce triggers directly to Chatwork actions.

What you can automate?
💬
Send Chatwork messages from Salesforce records
Instantly send a Chatwork message whenever a new lead or record is created in Salesforce, keeping your entire team notified of important updates without switching platforms.
📋
Capture every submitted record field
Map all available lead and contact details from Salesforce directly into Chatwork tasks and messages to ensure no critical customer information is missed.
Alert the right team member immediately
Trigger targeted Chatwork notifications the moment a Salesforce opportunity is updated so the responsible team can take action right away.
🔀
Route tasks based on record criteria
Send high-priority leads to specific Chatwork rooms while routing standard updates to general channels based on submitted Salesforce field values.
🔄
Keep records synchronized in real time
Update Chatwork tasks and messages automatically whenever Salesforce records undergo changes to maintain complete operational visibility.
🔍
Prevent duplicate tasks and entries
Search for existing Chatwork rooms or tasks before creating new ones to maintain a clean and organized workspace.
🎯
Handle later status changes and closures
Trigger automated follow-up messages in Chatwork when Salesforce cases or opportunities are marked as closed or completed.
🔌
Connect with supporting productivity apps
Extend your Salesforce and Chatwork automation by connecting Gmail or Slack to notify stakeholders across multiple communication channels.
And much more...

Who is Chatwork + Salesforce integration for?

Sales managers, support leads, and operations teams who need real-time data sync can eliminate manual handoffs and keep every team aligned instantly.

Operations managers
Operations managers
Sales reps
Sales reps
Account managers
Account managers
Support teams
Support teams
Project coordinators
Project coordinators
Compliance officers
Compliance officers
📈
Operations managers
You're reviewing Salesforce data for weekly reports, but figures stay outdated until someone manually exports records — with this integration, every record update flows instantly so your dashboard stays current.
Sales reps
You're waiting for lead notifications in Chatwork, but updates get buried when created manually in Salesforce — this integration means every new lead triggers an instant team message so you can respond immediately.
🤝
Account managers
You're updating clients on project progress, but status details lag behind Salesforce updates — automating both apps means every case update is shared instantly to keep clients informed.
🎧
Support teams
You're handling high volumes of customer cases in Salesforce, but manual task creation slows your queue down — with this integration, every new case automatically generates team tasks without manual delays.
📋
Project coordinators
You're tracking deliverables in Chatwork, but handoffs from Salesforce reps arrive hours late — this integration means every opportunity stage change triggers immediate task creation for your team.
🛡️
Compliance officers
You're auditing customer interactions across platforms, but manual logging leaves gaps in your history — automating both apps means every record change is accurately captured without missing details.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Chatwork + Salesforce

Build and manage your Chatwork + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Chatwork + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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
Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Chatwork to Salesforce?
Frequently Asked Questions
You can connect Chatwork to Salesforce using 1-click automations on Integrately. Start with ready templates or ask Integrately AI to build your exact workflow. You can also integrate supporting apps like Gmail, Slack, and Google Drive effortlessly.
Can I send Chatwork messages when a Salesforce lead is created?
Frequently Asked Questions
Can I connect Chatwork, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatwork and Salesforce?
Frequently Asked Questions
How are Chatwork tasks created from Salesforce records?
Frequently Asked Questions
Can Salesforce updates trigger Chatwork notifications?
Frequently Asked Questions
Do I need coding skills to automate Chatwork and Salesforce?
Frequently Asked Questions
Is the Chatwork and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect Chatwork or Salesforce With 1500+ Other Apps

Chatwork
Popular Chatwork Integrations
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Salesforce
Popular Salesforce Integrations
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