Connect ChatBot and Salesforce to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings ChatBot and Salesforce together. Build enterprise-grade automation in minutes.

Our most popular template

Create new Salesforce leads from new ChatBot messages
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ChatBot + Salesforce
Create leads in Salesforce from new ChatBot messages
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ChatBot + Salesforce

Create new Salesforce leads from new ChatBot messages

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ChatBot + Salesforce

Create leads in Salesforce from new ChatBot messages

Details

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ChatBot + Salesforce

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate ChatBot with Salesforce - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Message" from ChatBot.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects ChatBot and Salesforce, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Message
Triggers when a user sends a message that triggers the chosen interaction.
Trigger
Instant
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New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It

- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write

- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

For AI agents & developers

Use ChatBot and Salesforce with AI agents and code

Beyond Zap workflows. Call ChatBot and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose ChatBot and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Contact to Campaign

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger ChatBot and Salesforce actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* chatbot / salesforce action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use ChatBot and Salesforce

Notify sales team about ChatBot leads.

When a user interacts with ChatBot and triggers a new message, Zapier automatically creates a new lead in Salesforce. This automation ensures all potential customer inquiries are captured and shared with the sales team, enhancing sales follow-up rates.

Business Owner

Try it

Log ChatBot queries for debugging.

When a new message is sent to ChatBot, Zapier adds the message details as a new record in Salesforce. This creates a centralized debugging log to help engineers identify potential chatbot issues efficiently.

Engineering

Try it

Track ChatBot interactions in Salesforce.

Whenever a new message is sent to ChatBot, Zapier creates a record in Salesforce to track user interactions. This workflow centralizes data for customer analysis and ensures team access to customer conversation history.

Try it

Learn how to automate ChatBot on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your ChatBot to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about ChatBot + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ChatBot and Salesforce

How do I integrate ChatBot with Salesforce?

To integrate ChatBot with Salesforce, you can use our platform to set up automated workflows. You'll need to connect both your ChatBot and Salesforce accounts. Once connected, you can define triggers and actions such as creating a new contact in Salesforce when a new conversation starts in ChatBot.

What triggers and actions are available for the ChatBot-Salesforce integration?

Our platform offers several triggers and actions for integrating ChatBot with Salesforce. Triggers might include 'New Message in ChatBot' or 'New User', while actions can involve creating records like leads, contacts, or opportunities in Salesforce automatically.

Can I customize the data transferred from ChatBot to Salesforce?

Yes, you can customize the data fields transferred from ChatBot to Salesforce. Our integration setup allows you to map specific fields between the two platforms, ensuring that only relevant data is exchanged during workflows.

Is it possible to trigger a Salesforce workflow from a ChatBot interaction?

Absolutely. You can set up triggers within our platform so that specific interactions in ChatBot, such as receiving a specific keyword or command, activate workflows within Salesforce.

How secure is the integration between ChatBot and Salesforce?

We prioritize security in our integrations by ensuring all data transfers between ChatBot and Salesforce are encrypted. We also comply with industry standards to protect user information throughout the process.

Are there any limitations on syncing data between ChatBot and Salesforce?

While our integration provides comprehensive syncing capabilities, limitations may come from API restrictions of either platform or specific user permissions within your Salesforce account. It’s important to review these settings during setup.

Do I need technical expertise to set up the integration between ChatBot and Salesforce?

No technical expertise is required for setting up the integration! Our intuitive interface guides you through each step of connecting systems and establishing automation rules such as defining triggers and mapping fields.

About ChatBot

ChatBot is a universal and comprehensive framework for building modern AI chatbots. It can be used by total beginners as well as advanced developers.

Learn moreLearn moreHelpHelp

Related categories

AI Chatbots

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect ChatBot and Salesforce to power AI-driven automation

Launch your first automated workflow

Create new Salesforce leads from new ChatBot messages

Create leads in Salesforce from new ChatBot messages

Create new Salesforce leads from new ChatBot messages

Create leads in Salesforce from new ChatBot messages

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use ChatBot and Salesforce with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use ChatBot and Salesforce

Notify sales team about ChatBot leads.

Log ChatBot queries for debugging.

Track ChatBot interactions in Salesforce.

Learn how to automate ChatBot on the Zapier blog

6 ways to automate ChatBot with Zapier

Learn how to automate Salesforce on the Zapier blog

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Frequently Asked Questions about ChatBot + Salesforce integrations

Connect ChatBot to Salesforce on the world's largest no-code automation platform