Connect Tavus and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Conversation
Updated Conversation
Choose an Action
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
Ready to use Tavus and Salesforce automations
Trigger an AI plugin action from a webhook and return the result
Automate Social Media Content Creation and Scheduling (Instagram, YouTube, X, LinkedIn)
Automate Instagram Comment Replies + Smart DMs for Keywords
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Conversation
Trigger when new conversation is created.
Updated Conversation
Trigger when an existing conversation is 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.
Do thisActions
Action is the task that follows automatically within your Tavus integrations.
Generate Speech
Generate Speech.
Create Video
Creates a Video.
Update Video
Update an Existing video.
Delete Video
Delete an Existing Video.
Update Replica
Update an Existing replica.
Create Conversation
Creates a Conversation.
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Frequently Asked Questions
To start, connect both your Tavus and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Tavus triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Tavus 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 Tavus 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 Tavus 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.
About Tavus
Tavus is an innovative platform that leverages artificial intelligence to create personalized video content at scale. It allows businesses to engage with their audience through customized video messages, enhancing customer interaction and marketing efforts.
Learn MoreAbout 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
