Using Salesforce to manage contacts, track sales activity - every lead, opportunity and customer. Salesforce will enable your organization to provide a satisfying experience to your customers.
This article shows you how to connect Salesforce with BotStar through Zapier. BotStar application currently supports these following Triggers: New Checkpoint Record, New Subscriber, Updated User Attribute, New Request for Human Takeover, New Tag on User. For more information, please see Zapier before continuing this tutorial.
Here's a diagram of BotStar and Salesforce integrations: Integration diagram The diagram shows how Zapier works when integrating BotStar and CRM systems (Customer Relation Management). As shown in the diagram above, when a BotStar bot receives user input, Zapier can create automations between apps by using Triggers and Actions. Trigger is the event in an app that starts the Zap. Action is the event that complete a Zap.
In just a few minutes and without coding, Zapier supports you to integrate BotStar and Salesforce easily.
Note: This tutorial assumes that you already have BotStar account, Zapier account and Salesforce.
Connect to Salesforce through Zapier
This tutorial will guide you to use prebuilt Zap Template: "Add new Salesforce CRM contacts for all new BotStar subscribers". Zap Templates are the fastest way for you to automate workflows.
After the successful integration, data in Salesforce is updated whenever a user enter information about their contact. The result will be as below:
Users enter their information when chatting with bot:
The conversation on Facebook Messenger
Here is a list of contacts in Salesforce: Corresponding result in Salesforce CRM
Setting up the integration
Enable Zapier in BotStar
Go to Connect > Integrations in your Bot and enable Zapier. Then choose a Zap Template you want to use and click Use this Zap
Select BotStar Trigger New Subscriber and click Continue
Link the bot
If you don't have any an existing account chatbot, click Connect an Account to create a new one. All your connected accounts will show up here, choose one of your chatbot and click Connect. You can also select from an existing account.
Next press Test button to test your connection, it will be turned into a green Success button. Then click Save + Continue
Pick a sample
Pick a sample to set up your Zap
Select Salesforce Action Create Contact and click Continue
Verify your account
You need to allow Zapier to access your Salesforce account.
Then choose a Salesforce account, press "Test" button and it will turn into a green "Success" button. After that, click Save + Continue.
Setup Template for Salesforce
Match the sample information from New Subscriber to the columns in the table
After setting up the template for Salesforce, the application requests you finally test.
Test was successful as shown below
Turn on your Zap
Finally, toggle the ON/OFF button to ON. Your Zap will run automatically from now ON until you turn it OFF.
Congratulations! Finally, you completed the integration between your chatbot and Salesforce application. Now, you can test the success of integration by chatting with bot and see the result of successful integration. Also, you can edit the steps or change specific details at any time by finding all of your Zaps on your My Apps page or you can edit directly as shown below:
Suggest that you can also create Zap by yourself, please see more Zapier.