No credit card required
30 days free trial
Test any feature

How to connect Messenger + Salesforce CRM

Onlizer provides you with all required tools to setup connection and send info between Messenger and Salesforce CRM automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect Messenger and Salesforce CRM accounts

2

Integrate

Customize your Messenger to Salesforce CRM integration

3

Launch

Run automation Messenger + Salesforce CRM online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Notify for Salesforce CRM

Track important events in Salesforce CRM and send them to Messenger

Setup send and receive notifications for events in Salesforce CRM to Messenger in a few minutes.
Integrate Messenger to receive messages, send notifications and reminders, share reports and files, and enable automatic content posting into groups and chats.

  • Send notification to Messenger when Account updated in Salesforce CRM
  • Send notification to Messenger when Object created in Salesforce CRM
  • Send notification to Messenger when Object updated in Salesforce CRM
feature-image

Chats for Salesforce CRM

Talk to your customers from Salesforce CRM and close deals faster via Messenger

Onlizer Chats connects your Salesforce CRM to Messenger and other messengers to send and receive messages, sync chats, add contacts and deals on the fly, schedule tasks and track activities.

Onlizer Chats messages sync

Close your deals in messengers

Connect your CRM to WhatsApp, Telegram, Microsoft Teams, Slack, Discord, Viber and other messengers to sync messages, add contacts and deals on the fly, schedule tasks, manage tickets and track activities.

Connect WhatsApp, Telegram, Viber, Teams to:

Onlizer Chats available now in beta mode. Request access to empower your communication

Onlizer Studio

Create customized individual integration of Messenger to Salesforce CRM with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates Messenger and Salesforce CRM with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Onlizer Studio integration setup

Messenger + Salesforce CRM integration ideas

Support or submit Messenger and Salesforce CRM integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Сreate a ClickUp task from Salesforce
Upvote: 2

Explore Messenger and Salesforce CRM integration features

You can easy create integration for Messenger and Salesforce CRM using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

On button clicked in Messenger

Trigger activate when user press postback button in chat with bot

Try trigger Trigger
On conversation started in Messenger

Trigger activate when user press start conversation button in chat with bot

Try trigger Trigger
On message received in Messenger

Trigger activate when message from user to bot received

Try trigger Trigger
Account updated in Salesforce CRM

Trigger activates when existing account was updated in Salesforce

Try trigger Trigger
Object created in Salesforce CRM

Trigger activates when new object of selected type was created in Salesforce

Try trigger Trigger
Object updated in Salesforce CRM

Trigger activates when existing object of selected type was updated in Salesforce

Try trigger Trigger
Send action in Messenger

Send action to Messenger from bot. Actions can be typing_on, typing_off, mark_seen

Try action Action
Send button in Messenger

Send button to Messenger from bot. Set not more 1-3 buttons

Try action Action
Send message in Messenger

Send message to Facebook messenger from bot

Try action Action
Send attachment in Messenger

Send message with attachment to Facebook messenger from bot

Try action Action
Send multiple messages in Messenger

Send messages to Facebook messenger from bot. Only one recipient allowed.

Try action Action
Create record in Salesforce CRM

Creates new record of selected type in Salesforce

Try action Action
Get accounts in Salesforce CRM

Returns accounts list. Optionally can be filtered by field filter. Maximum 200 records per request

Try action Action
Get contacts in Salesforce CRM

Returns contacts list. Maximum 200 records per request

Try action Action
Create task for account in Salesforce CRM

Creates new task related to selected account

Try action Action
Create task for contact in Salesforce CRM

Creates new task related to selected contact

Try action Action

FAQ

Connect Messenger and Salesforce CRM in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for Messenger and Salesforce CRM to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect Messenger and Salesforce CRM accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for Messenger to Salesforce CRM online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect Messenger and Salesforce CRM seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like Salesforce CRM when event occured in Messenger or when data changed in Salesforce CRM to perform action in Messenger. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like Messenger and Salesforce CRM to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect Messenger and Salesforce CRM with 300+ services like: