
When this happens...
Add visitor to queue
visitor checks in
Mark visitor as served

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new visitor is added.
runs when visitor checks in
Set a visitor's status to 'served' in Qminder to update the queue and record service completion.
Triggers when a new Contact is created.
Triggers when a new Lead is created.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Action is the task that follows automatically within your Qminder integrations.
Add a visitor to the selected line so they join the location's queue.
Adds an existing contact to an existing campaign.
Adds an existing lead to an existing campaign.
Creates a new attachment (max 25MB).
Creates a new contact.
Creates a new note and links it to a parent record

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To start, connect both your Qminder and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Qminder triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Qminder 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.
The data sync between Qminder and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Qminder 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.
Qminder is a queue management system designed to streamline customer service and improve the waiting experience. It helps businesses manage queues efficiently, providing real-time data and insights to enhance customer satisfaction.
Learn MoreSalesforce 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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