CRM Integration: Salesforce

Streamline your communication with leads by integrating your Salesforce platform to AELYST using Zapier. With this integration, you can automate various processes and tasks between Salesforce and AELYST, such as:

• Real time data updates to AELYST Contacts when new leads are created

• Enriching Salesforce lead data with new updates from AELYST.

We’ve created Zapier templates to accomplish some common business goals, so you don’t need to start your Zaps from scratch.

All templates will require you to connect to AELYST; follow the steps to set up a AELYST Zapier integration here.

List of Zapier Templates

Create a record in Salesforce when a Contact is created in AELYST

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 AELYST, they’ll be added as a Salesforce record automatically.

Use this template:

• Create Salesforce records for new AELYST contacts

Update a lead in Salesforce when a AELYST Contact is updated

Save time on updating your leads in Salesforce with this integration. If you update a Contact in AELYST, they’ll be updated in Salesforce so your data is always up-to-date.

Use this template:

• Update Salesforce leads from AELYST

Create or update a new Contact in AELYST 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 AELYST whenever a new record is generated in Salesforce.

Use this template:

• Create or update contacts in AELYST when new Salesforce records are created

Update a Contact in AELYST when a Salesforce record is updated

When you chat with a Contact in AELYST, 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 AELYST when new Salesforce records are updated so you’ll always have the latest info.

Use this template:

• Add new Salesforce record updates to AELYST contacts

We have Zapier templates integrating with other popular CRM and e-commerce platforms. See the full list of templates here.

1. List of Zapier Templates

2. Create a record in Salesforce when a Contact is created in AELYST

3. Update a lead in Salesforce when a AELYST Contact is updated

4. Create or update a new Contact in AELYST when a new Salesforce record is created

5. Update a Contact in AELYST when a Salesforce record is updated