Connect Reamaze and Salesforce to Build Intelligent Automations

Choose a Trigger

Reamaze

When this happens...

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Salesforce

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New conversation

New conversation

Trigger when new conversation is created

New message

New message

Trigger when new message is created

New contact

New contact

Trigger when new contact 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.

Do thisActions

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

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.

Create Attachment

Create Attachment

Creates a new attachment (max 25MB).

Create Contact

Create Contact

Creates a new contact.

Create Note

Create Note

Creates a new note and links it to a parent record

Update Contact

Update Contact

Updates an existing contact in Salesforce.

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Frequently Asked Questions

How do I start an integration between Reamaze and Salesforce?

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

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

Absolutely. You can customize how Reamaze 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 Reamaze and Salesforce?

The data sync between Reamaze 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 Reamaze 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 Reamaze and Salesforce?

Yes, you can set conditional logic to control the flow of data between Reamaze 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.

Reamaze

About Reamaze

Reamaze is a web-based customer communication platform that integrates email, social media, and live chat functionalities to provide a comprehensive support solution for businesses.

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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.

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