Connect tawk.to and Salesforce
Integrate tawk.to with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when Visitor Starts Chat in Tawk.to
Add Lead To Campaign in Salesforce when Visitor Starts Chat in Tawk.to
Create Attachment in Salesforce when Visitor Starts Chat in Tawk.to
Create Contact in Salesforce when Visitor Starts Chat in Tawk.to
Create Note in Salesforce when Visitor Starts Chat in Tawk.to
Popular tawk.to + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
tawk.to
When this happens...
Visitor Starts Chat
Chat Ends
New Chat Transcript Arrives
Ticket Created
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Contact to Campaign in Salesforce when Visitor Starts Chat in Tawk.to
Use this flowAdd Lead To Campaign in Salesforce when Visitor Starts Chat in Tawk.to
Use this flowCreate Attachment in Salesforce when Visitor Starts Chat in Tawk.to
Use this flowCreate Contact in Salesforce when Visitor Starts Chat in Tawk.to
Use this flowCreate Note in Salesforce when Visitor Starts Chat in Tawk.to
Use this flowUpdate Contact in Salesforce when Visitor Starts Chat in Tawk.to
Use this flowCreate Lead in Salesforce when Visitor Starts Chat in Tawk.to
Use this flowUpdate Lead in Salesforce when Visitor Starts Chat in Tawk.to
Use this flowCreate Account in Salesforce when Visitor Starts Chat in Tawk.to
Use this flowCreate Campaign in Salesforce when Visitor Starts Chat in Tawk.to
Use this flowSupported Triggers & Actions
Everything you can automate between tawk.to and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
Visitor Starts Chat
Runs when a visitor begins a chat on the selected Tawk.to property.
Chat Ends
Runs when an active Tawk.to chat ends for the selected property.
New Chat Transcript Arrives
Runs when a new chat transcript is saved for the selected Tawk.to property.
Ticket Created
Create a support ticket for a chat on the selected Tawk.to property.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
Do thisActions
Action is the task that follows automatically within your tawk.to integrations.
Create Tawk.to Site
Creates a new Tawk.to site and optionally emails simple setup instructions to add the chat box to your website.
List Properties
Get a list of Tawk.to properties, optionally filtered by name, type, or whether they are enabled.
Create Chat Widget
Creates a new chat widget for a selected Tawk.to property so visitors can message you.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead To Campaign
Adds an existing lead to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About tawk.to
tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
Learn moreSimilar apps
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your tawk.to and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between tawk.to and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where tawk.to triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in tawk.to. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between tawk.to and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire tawk.to and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
