Engage AI + Salesforce Integration

Connect Engage AI to Salesforce in 1 click

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1.
  • Engage AI
    Lead is added in Engage AI
  • 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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Most popular automationsmost-popular-automations
Engage AI + Salesforce Integration

Create Salesforce contact for new Engage AI contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new {{action.Marketing}} contact and Engage AI contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Engage AI + Salesforce Integration

Create Salesforce record for new Engage AI contact

When a new contact is created in your Engage AI software, automatically create a record for them in your Salesforce. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Engage AI + Salesforce Integration

Create Salesforce opportunity for new Engage AI contact

This automation makes it easy to create new opportunitys in Salesforce when a new contact is created in Engage AI. Just connect your accounts, and every time a new contact is created in Engage AI, a new opportunity will automatically be created in Salesforce.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Engage AI + Salesforce Integration

Create Salesforce task for new Engage AI contact

Salesforce and Engage AI are two powerful cloud-based tools that can be used to improve business productivity. Using this Salesforce - Engage AI integration, you can automatically create task in Salesforce whenever a new contact is created in Engage AI.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Salesforce + Engage AI Integration

Create Engage AI contact for new Salesforce record

Are you tired of manually creating Engage AI contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create Engage AI contact for new Salesforce records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Engage AI {{action.Contact} creation!
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Top 10 Most Popular Salesforce Automations from
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01
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Create Salesforce contact for new Elementor Forms form submission
02
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Send Telegram message for new Salesforce record
03
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Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
04
Zoho Desk logo
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Create Salesforce opportunity for new Zoho Desk ticket
05
Manychat logo
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Create Salesforce record for new ManyChat external request
cloud
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app integration
06
Google Sheets logo
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Create Salesforce contact for new Google Sheets row
07
Google Sheets logo
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Create Salesforce record for new Google Sheets row
08
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WATI logo
Send WATI message for new Salesforce record
09
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Google Calendar logo
Create Google Calendar event for new Salesforce record
10
WordPress logo
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Create Salesforce contact for new WordPress user
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