Cliengo

Customer Support

Salesforce

CRM

Integrations Cliengo Salesforce

Create integrations between Cliengo and Salesforce

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Add Contact to Campaign in Salesforce when New Customer/Contact in Cliengo

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Add File to Record in Salesforce when New Customer/Contact in Cliengo

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Add Lead to Campaign in Salesforce when New Customer/Contact in Cliengo

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Create Contact in Salesforce when New Customer/Contact in Cliengo

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Create Note in Salesforce when New Customer/Contact in Cliengo

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Update Contact in Salesforce when New Customer/Contact in Cliengo

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Create Lead in Salesforce when New Customer/Contact in Cliengo

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Update Lead in Salesforce when New Customer/Contact in Cliengo

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Create Record in Salesforce when New Customer/Contact in Cliengo

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Update Record in Salesforce when New Customer/Contact in Cliengo

Actions and Triggers

Triggers

New Customer/Contact

Triggers when a new contact/customer is created

New/Updated Customer

Triggers when a new customer is created or updated

New Contact

Triggers when a new Contact is created.

New Lead

Triggers when a new Lead is created.

New Record

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

Updated Record

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

Actions

Create Customer

creates a new customer

Search Agent

Search a agent

Search Customer

Search a customer

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add File to Record

Adds an existing file to an existing Record.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Know More About
Viasocket Integrations

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How viaSocket is going to help you with your business?

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Cliengo

Cliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.

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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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