Create integrations between Salesforce and ChainDesk
Query Agent using ChainDesk when New Contact in Salesforce
Query Datastore in ChainDesk Datastore when New Contact in Salesforce
Query Datastore in ChainDesk Datastore when New Lead in Salesforce
Query Agent using ChainDesk when New Record in Salesforce
Query Datastore in ChainDesk Datastore when New Record in Salesforce
Query Agent using ChainDesk when Updated Record in Salesforce
Query Datastore in ChainDesk Datastore when Updated Record in Salesforce
Query Agent using ChainDesk when New Case Attachment in Salesforce
Query Datastore in ChainDesk Datastore when New Case Attachment in Salesforce
Query Agent using ChainDesk when New Lead in Salesforce
Actions and Triggers
When this happensTriggers
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.
New Case Attachment
Triggers when a new Attachment is added to a case.
Do thisActions
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.
Create Contact
Creates a new contact.
Create Note
Creates a new note and links it to a parent record
Update Contact
Updates an existing contact in Salesforce.
Know More About
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Frequently Asked Questions
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
About ChainDesk
Chaindesk is a cutting-edge platform leveraging artificial intelligence to streamline and enhance blockchain technology solutions. It offers tools and services for blockchain development, management, and analytics, making it easier for businesses to integrate and optimize blockchain technology.
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