Leads where reps work.
Every visitor who leaves their details becomes a Salesforce lead, ready for your assignment rules.
Integrations
Integrate with Salesforce
New leads from your chat become Salesforce leads, owned by whoever your assignment rules choose.
When a visitor leaves their name and email in Darwin's chat, Zapier creates a lead in Salesforce with the page they chatted on, their traffic source and a link to the conversation. It runs through Zapier: Darwin's Zapier app starts the Zap and Zapier's Salesforce app does the work. Salesforce is a Premium app on Zapier, so this Zap needs a paid Zapier plan.
Context for the rep.
The first message, the page, the traffic source and a link to the conversation go in with the lead.
Built for required fields.
The guide fills Last Name and Company when a visitor leaves them out, so no lead is rejected.
How they work together.
- 01
Connect Darwin to Zapier.
Add Darwin to your Zapier account and create a key for it in Darwin.
- 02
Pick the trigger.
Choose Darwin's New Lead trigger in a new Zap.
- 03
Add Salesforce.
Choose Salesforce's Create Lead action, map the fields and turn the Zap on.
A quick setup check.
- A paid Zapier plan (Salesforce is a Premium app on Zapier).
- A Salesforce edition with API access: Enterprise, Unlimited, Performance or Developer, or Professional with API access added. The connecting user needs permission to create leads.
- A Zapier account with Darwin added. Darwin is in private beta on Zapier; the setup guide has the invite link.
- Owner or admin access in Darwin, to create an API key for Zapier.
FAQ
Salesforce integration questions.
Is this a native Salesforce integration?
No. It runs through Zapier. Darwin's Zapier app starts the Zap when something happens in your chat, and Zapier's Salesforce app does the work in Salesforce. You choose which fields go where, and you can add filters or extra steps.
Does it copy contacts Darwin already has?
No. A Zap acts on events from the moment you turn it on. To bring in earlier leads, download them as a CSV from Conversations in Darwin, or read them with the API.
