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    JivoChat (JivoSite) Integrations
    Salesforce Integrations

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    JivoChat (JivoSite) and Salesforce integration

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    How Albato works

    With Albato, you can easily integrate Salesforce with JivoChat (JivoSite) using an intuitive no-code builder. Whether you want to sync Salesforce with JivoChat (JivoSite) or connect Salesforce to JivoChat (JivoSite), our platform makes it simple.

    How to Connect JivoChat (JivoSite) to Salesforce

    Create powerful JivoChat (JivoSite) integration with Salesforce in just a few simple steps.

    STEP 1

    Connect JivoChat (JivoSite) to Salesforce

    To connect Salesforce to JivoChat (JivoSite), log in to Albato, select both apps, and follow the easy setup prompts. Integrate JivoChat (JivoSite) with Salesforce with just a few clicks!

    JivoChat (JivoSite) {targetApp} integration

    JivoChat (JivoSite)

    Select a Trigger

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    STEP 2

    Create workflow for Salesforce and JivoChat (JivoSite) integration

    Decide what happens when you sync JivoChat (JivoSite) with Salesforce—set up triggers in one app to automatically initiate actions in the other.

    JivoChat (JivoSite) {targetApp} integrationArrow

    Trigger

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    Salesforce {targetApp} integrationCheck

    Action

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    STEP 3

    Sync JivoChat (JivoSite) with Salesforce data

    Select which data to transfer when you integrate Salesforce with JivoChat (JivoSite)—customize how your apps exchange information.

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    Synс data

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    Synс data

    Integrate JivoChat (JivoSite) with Salesforce now!

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    Background

    Triggers and actions for Salesforce and JivoChat (JivoSite) integration

    In JivoChat (JivoSite) and Salesforce integration triggers start workflows when something happens, while actions make changes in response.

    Triggers 13

    Actions 25

    JivoChat (JivoSite) {targetApp} integration

    Send chat message

    Actions

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    Salesforce {targetApp} integration

    Create a record

    Actions

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    Salesforce {targetApp} integration

    Update a record

    Actions

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    Background

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      Integrate Salesforce with JivoChat (JivoSite) to harness the power of automation!

      With over 800 integrations on Albato including the ability to sync Salesforce with JivoChat (JivoSite), you can streamline your tools into one cohesive system, maximizing your team's productivity.

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      Connect JivoChat (JivoSite) to Salesforce to link essential parts of your business

      When you connect JivoChat (JivoSite) to Salesforce, you can automate processes for any business size or industry. Here's how different companies integrate JivoChat (JivoSite) with Salesforce using Albato.

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      Salesforce integration with JivoChat (JivoSite)

      JivoChat (JivoSite) integrations

      JivoChat (JivoSite)

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      Learn how to connect Salesforce to JivoChat (JivoSite)

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      Frequently asked questions about JivoChat (JivoSite) and Salesforce Integration

      Why is Albato the best alternative to Zapier for integrating JivoChat (JivoSite) and Salesforce?
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      Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between JivoChat (JivoSite) and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.

      What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating JivoChat (JivoSite) and Salesforce, Albato is the way to go!
      Does JivoChat (JivoSite) integrate with Salesforce on the free plan?
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      Yes, you can integrate JivoChat (JivoSite) with Salesforce using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Salesforce and JivoChat (JivoSite) integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your JivoChat (JivoSite) Salesforce integration at no cost.
      How to connect Salesforce to JivoChat (JivoSite) for scheduled syncs?
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      To sync Salesforce with JivoChat (JivoSite) on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes JivoChat (JivoSite) integration with Salesforce seamless and tailored to your specific needs.
      Does JivoChat (JivoSite) integrate with Salesforce in real time?
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      Yes, JivoChat (JivoSite) integrates with Salesforce in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
      Webhook Triggers: These triggers activate your JivoChat (JivoSite) integration with Salesforce instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
      API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time JivoChat (JivoSite) and Salesforce integration.
      You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Salesforce integration with JivoChat (JivoSite), ensuring your workflows operate according to your requirements.
      How to connect JivoChat (JivoSite) to Salesforce?
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      Setting up an integration between JivoChat (JivoSite) and Salesforce on Albato is simple and requires no technical skills. Just follow these steps:
      1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
      2. Go to the Integrations section and select JivoChat (JivoSite) and Salesforce from the list of available apps.
      3. Choose triggers and actions. You’ll need to define an event in JivoChat (JivoSite) (the trigger) that will cause an action in Salesforce, such as sending data or creating an entry.
      4. Map the fields. Use Albato’s data mapping tool to match specific fields between JivoChat (JivoSite) and Salesforce, ensuring accurate data transfer.
      Once the integration is live, data will flow seamlessly between JivoChat (JivoSite) and Salesforce, automating your workflows and saving you time.
      How to connect JivoChat (JivoSite) to Salesforce to sync historical data?
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      To sync JivoChat (JivoSite) with Salesforce and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
      With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Salesforce integration with JivoChat (JivoSite), log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.
      How to connect Salesforce to JivoChat (JivoSite) for two-way synchronization?
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      To integrate Salesforce with JivoChat (JivoSite) for two-way synchronization, Albato uses a system of triggers and actions. You can link JivoChat (JivoSite) to Salesforce by setting up two separate automations. The first automation sent data from JivoChat (JivoSite) to Salesforce. For instance, when a record is created or updated in JivoChat (JivoSite), the automation ensures the changes are reflected in Salesforce. The second automation works in reverse, updating JivoChat (JivoSite) when changes occur in Salesforce.
      To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Salesforce JivoChat (JivoSite) integration and keeps your data consistent across both platforms.

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