Connect AskHandle and Salesforce to Build Intelligent Automations

Choose a Trigger

AskHandle

When this happens...

Choose an Action

Salesforce

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Room

New Room

Trigger when New Room is created

New Contact

New Contact

Triggers when a new Contact is created.

New Lead

New Lead

Triggers when a new Lead is created.

New Record

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

New Case Attachment

New Case Attachment

Triggers when a new Attachment is added to a case.

Do thisActions

Action is the task that follows automatically within your AskHandle integrations.

Get all Rooms Detail

Get all Rooms Detail

Get all Rooms Detail

Create a Room

Create a Room

Create a Room

Get Keyword Notification

Get Keyword Notification

Get all Keyoword Notification in AskHandle.

Get leads

Get leads

Get all leads in AskHandle.

Add Contact to Campaign

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add Lead to Campaign

Add Lead to Campaign

Adds an existing lead to an existing campaign.

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Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between AskHandle and Salesforce?

To start, connect both your AskHandle and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in AskHandle triggers actions in Salesforce (or vice versa).

Can we customize how data from AskHandle is recorded in Salesforce?

Absolutely. You can customize how AskHandle data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.

How often does the data sync between AskHandle and Salesforce?

The data sync between AskHandle and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from AskHandle to Salesforce?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between AskHandle and Salesforce?

Yes, you can set conditional logic to control the flow of data between AskHandle and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

AskHandle

About AskHandle

AskHandle is a versatile platform designed to streamline customer support and enhance communication between businesses and their clients. It offers a range of tools to manage inquiries, provide timely responses, and ensure customer satisfaction. With its user-friendly interface, businesses can efficiently handle customer queries and improve their overall support experience.

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Salesforce

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.

Learn More