Quick Start
What is respond.io?
Setting Up an Account
Connecting Channels
Inviting Your Teammates
Getting Contacts to Message You
Automated Welcome and Away Messages
Responding to Messages
Glossary of Terms
Channels
WhatsApp Overview
WhatsApp Cloud API Quick Start
360dialog WhatsApp Quick Start
Twilio WhatsApp Quick Start
MessageBird WhatsApp Quick Start
Vonage WhatsApp Quick Start
WhatsApp Message Templates
Phone Number Migration to WhatsApp Cloud API
Facebook Messenger
Website Chat Widget
Website Chat Widget Overview
Install Website Chat Widget on WordPress
Install Website Chat Widget on Shopify
Install Website Chat Widget on Wix
Install Website Chat Widget on Joomla
Install Website Chat Widget on Squarespace
SMS
Channels Overview
Telegram
Viber
LINE
Google Business Messages
Custom Channel
Product
Dashboard & Reporting
Dashboard
Reports Overview
Reports: Conversations
Reports: Users
Reports: Contacts
Reports: Messages
Reports: Logs
Messages
Contacts
Contacts Overview
Contact Details
Merge Suggestions
Contact Activity
Contact Channels
Contact Import
Segments
Broadcasts Module
Workflows
Dynamic Variables
Workspace Settings
Managing a Workspace
Workspace Settings: General
Workspace Settings: Users
Workspace Settings: Teams
Workspace Settings: Channels
Workspace Settings: Contact Fields
Workspace Settings: Integrations
Workspace Settings: Closing Notes
Workspace Settings: Snippets
Workspace Settings: Files
Workspace Settings: Data Export
Workspace Settings: Data Import
Workspace Settings: Growth Widgets
Organization Settings
Organization Overview
Organization Settings: General
Organization Settings: Users
Organization Settings: Workspaces
Organization Settings: Billing & Usage
User Account
Support Use Cases
Inbound Support: Identify Contacts by Email and Phone Number
Inbound Support: Enrich Customer Data from a CRM or other Business Software
Inbound Support: Route Customers to the Right Team Automatically
Inbound Support: Auto-Assign Customers to a Team or Dedicated Agent
Send Outbound Support Messages
Support: Closing Conversations
Use respond.io to Create Tickets in External Ticketing Systems
Supervising Your Support Agents
Reporting for Support
Send CSAT to Customer and Save Data in Google Sheets or CRMs
Sales Use Cases
Inbound Sales: Collect Leads' Email and Phone Number
Inbound Sales: Enrich Contact Data and Qualify Leads
Inbound Sales: Routing Leads
Inbound Sales: Auto-Assign Leads to Sales Agents
Sending Outbound Sales Messages
Track Productivity by Closing Conversations
Using respond.io to Create Deals in a CRM
Supervising Sales Agents
Reporting for Sales
Broadcasts Use Cases
Sending a Simple Broadcast
Start a Workflow Based on Broadcast Response
Troubleshooting a Failed Broadcast
Integrations
Dialogflow
Dialogflow Overview
Dialogflow: Connecting to Dialogflow
Dialogflow: Creating a Chatbot
Dialogflow: Managing Intents
Dialogflow: Parameters
Dialogflow: Events
Dialogflow: Response Templates
Dialogflow: Custom Payloads
Dialogflow: Fulfillment Webhook Request
E-Commerce & CRM Integrations
E-Commerce Integration: Shopify
E-Commerce Integration: BigCommerce
E-Commerce Integration: WooCommerce
E-Commerce Integration: Magento
CRM Integration: HubSpot
CRM Integration: Salesforce
CRM Integration: Pipedrive
CRM Integration: ActiveCampaign
Zapier
Developer API
Webhooks
Partnership
We love to hear from you!
Table of Contents
- Home
- Integrations
- E-Commerce & CRM Integrations
- CRM Integration: Salesforce
CRM Integration: Salesforce
Updated
by Susan Swier
Streamline your communication with leads by integrating your Salesforce platform to respond.io using Zapier. With this integration, you can automate various processes and tasks between Salesforce and respond.io, such as:
- Real time data updates to respond.io Contacts when new leads are created
- Enriching Salesforce lead data with new updates from respond.io
We’ve created Zapier templates to accomplish some common business goals, so you don’t need to start your Zaps from scratch.
List of Zapier Templates
Create a record in Salesforce when a Contact is created in respond.io
If your conversations with leads start over instant messaging, you’ll want to add the lead to your Salesforce records. With this automation, it’s simple. Whenever you create a new Contact in respond.io, they’ll be added as a Salesforce record automatically.
Use this template:

Update a lead in Salesforce when a respond.io Contact is updated
Save time on updating your leads in Salesforce with this integration. If you update a Contact in respond.io, they’ll be updated in Salesforce so your data is always up-to-date.
Use this template:

Create or update a new Contact in respond.io when a new Salesforce record is created
Want to chat with your Salesforce leads over instant messaging? This integration makes that effortlessly possible, automatically generating a Contact in respond.io whenever a new record is generated in Salesforce.
Use this template:

Update a Contact in respond.io when a Salesforce record is updated
When you chat with a Contact in respond.io, you’ll want to know what their status is in the sales funnel and get any additional information to add context to the conversation. Use this automation to update Contact details in respond.io when new Salesforce records are updated so you’ll always have the latest info.
Use this template:

Feeling stuck? Do not fear.
Help is here!CRM Integration: HubSpot
CRM Integration: Pipedrive
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CRM Integration: ActiveCampaign
Learn how to integrate ActiveCampaign with respond.io using Zapier to automatically manage Contact information and update agents on deal statuses.
CRM Integration: Pipedrive
Learn how to integrate Pipedrive with respond.io using Zapier to automatically manage Contact information and update agents on deal statuses.
CRM Integration: HubSpot
Learn how to use Zapier and Workflows to automatically sync Contact data and create deals and tickets by integrating HubSpot with respond.io.