Connect SandeshChat and Salesforce
Integrate SandeshChat with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when New Inbound Message Arrives in SandeshChat
Add Lead To Campaign in Salesforce when New Inbound Message Arrives in SandeshChat
Create Attachment in Salesforce when New Inbound Message Arrives in SandeshChat
Create Contact in Salesforce when New Inbound Message Arrives in SandeshChat
Create Note in Salesforce when New Inbound Message Arrives in SandeshChat
Popular SandeshChat + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
SandeshChat
When this happens...
New Inbound Message Arrives
Message Delivery Status Changes
Choose an action
Salesforce
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
Add Contact to Campaign in Salesforce when New Inbound Message Arrives in SandeshChat
Use this flowAdd Lead To Campaign in Salesforce when New Inbound Message Arrives in SandeshChat
Use this flowCreate Attachment in Salesforce when New Inbound Message Arrives in SandeshChat
Use this flowCreate Contact in Salesforce when New Inbound Message Arrives in SandeshChat
Use this flowCreate Note in Salesforce when New Inbound Message Arrives in SandeshChat
Use this flowUpdate Contact in Salesforce when New Inbound Message Arrives in SandeshChat
Use this flowCreate Lead in Salesforce when New Inbound Message Arrives in SandeshChat
Use this flowUpdate Lead in Salesforce when New Inbound Message Arrives in SandeshChat
Use this flowCreate Account in Salesforce when New Inbound Message Arrives in SandeshChat
Use this flowCreate Campaign in Salesforce when New Inbound Message Arrives in SandeshChat
Use this flowSupported Triggers & Actions
Everything you can automate between SandeshChat and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Inbound Message Arrives
Runs when new inbound message arrives.
Message Delivery Status Changes
Runs when Message Delivery Status Changes
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.
Do thisActions
Action is the task that follows automatically within your SandeshChat integrations.
Send Template Message
Send a SandeshChat template message to a recipient's phone number.
Send Session Message
Send a chat message (text, image, audio, video, document, or location) to a recipient via SandeshChat.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead To Campaign
Adds an existing lead to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
Create Contact
Creates a new contact.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About SandeshChat
SandeshChat is a dynamic communication platform designed to enhance team collaboration and streamline messaging. Ideal for businesses and teams looking to improve their internal communication, SandeshChat offers a range of features including instant messaging, file sharing, and group chats.
Learn moreSimilar apps
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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SandeshChat and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between SandeshChat and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where SandeshChat triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in SandeshChat. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between SandeshChat and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SandeshChat and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
