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    Salesforce Integrations
    Talk-me Integrations

    CRM & ERP systems • Popular

    Salesforce and Talk-me integration

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    How Albato works

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

    How to Connect Salesforce to Talk-me

    Create powerful Salesforce integration with Talk-me in just a few simple steps.

    STEP 1

    Connect Salesforce to Talk-me

    To connect Talk-me to Salesforce, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Salesforce with Talk-me with just a few clicks!

    Salesforce {targetApp} integration

    Salesforce

    Select a Trigger

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    STEP 2

    Create workflow for Talk-me and Salesforce integration

    Decide what happens when you sync Salesforce with Talk-me—set up triggers in one app to automatically initiate actions in the other.

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    Trigger

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    Talk-me {targetApp} integrationCheck

    Action

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    STEP 3

    Sync Salesforce with Talk-me data

    Select which data to transfer when you integrate Talk-me with Salesforce—customize how your apps exchange information.

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    Integrate Salesforce with Talk-me now!

    Start FREE 7-day trial to connect Talk-me to Salesforce and unlock all premium features!

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    Triggers and actions for Talk-me and Salesforce integration

    In Salesforce and Talk-me integration triggers start workflows when something happens, while actions make changes in response.

    Triggers 14

    Salesforce {targetApp} integration

    Delete record

    Triggers

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    Update record

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    Talk-me {targetApp} integration

    The "Send Webhook" auto-action worked

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    Talk-me {targetApp} integration

    New rate

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    Actions 25

    Salesforce {targetApp} integration

    Create a record

    Actions

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    Salesforce {targetApp} integration

    Delete a record by ID

    Actions

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    Talk-me {targetApp} integration

    Custom API request

    Actions

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    Talk-me {targetApp} integration

    Sending a message to the client

    Actions

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    Integrate Talk-me with Salesforce to harness the power of automation!

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

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    Connect Salesforce to Talk-me to link essential parts of your business

    When you connect Salesforce to Talk-me, you can automate processes for any business size or industry. Here's how different companies integrate Salesforce with Talk-me using Albato.

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    Talk-me integration with Salesforce

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    • CRM & ERP systems
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    Learn how to connect Talk-me to Salesforce

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    Frequently asked questions about Salesforce and Talk-me Integration

    Why is Albato the best alternative to Zapier for integrating Salesforce and Talk-me?

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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 Salesforce and Talk-me. 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 Salesforce and Talk-me, Albato is the way to go!

    Does Salesforce integrate with Talk-me on the free plan?

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    Yes, you can integrate Salesforce with Talk-me 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 Talk-me and Salesforce integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Salesforce Talk-me integration at no cost.

    How to connect Talk-me to Salesforce for scheduled syncs?

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    To sync Talk-me with Salesforce 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 Salesforce integration with Talk-me seamless and tailored to your specific needs.

    Does Salesforce integrate with Talk-me in real time?

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    Yes, Salesforce integrates with Talk-me 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 Salesforce integration with Talk-me 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 Salesforce and Talk-me 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 Talk-me integration with Salesforce, ensuring your workflows operate according to your requirements.

    How to connect Salesforce to Talk-me?

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    Setting up an integration between Salesforce and Talk-me 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 Salesforce and Talk-me from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in Salesforce (the trigger) that will cause an action in Talk-me, such as sending data or creating an entry.
    4. Map the fields. Use Albato’s data mapping tool to match specific fields between Salesforce and Talk-me, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between Salesforce and Talk-me, automating your workflows and saving you time.

    How to connect Salesforce to Talk-me to sync historical data?

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    To sync Salesforce with Talk-me 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 Talk-me integration with Salesforce, 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 Talk-me to Salesforce for two-way synchronization?

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    To integrate Talk-me with Salesforce for two-way synchronization, Albato uses a system of triggers and actions. You can link Salesforce to Talk-me by setting up two separate automations. The first automation sent data from Salesforce to Talk-me. For instance, when a record is created or updated in Salesforce, the automation ensures the changes are reflected in Talk-me. The second automation works in reverse, updating Salesforce when changes occur in Talk-me.
    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 Talk-me Salesforce integration and keeps your data consistent across both platforms.

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