Google Dialogflow ES and Salesforce Integration

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Qualify leads faster: Connect Google Dialogflow ES to Salesforce, and Latenode instantly turns chatbot insights into actionable sales data. Customize complex workflows with JavaScript using our visual editor.

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Google Dialogflow ES

Salesforce

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google Dialogflow ES and Salesforce

Create a New Scenario to Connect Google Dialogflow ES and Salesforce

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Google Dialogflow ES, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google Dialogflow ES or Salesforce will be your first step. To do this, click "Choose an app," find Google Dialogflow ES or Salesforce, and select the appropriate trigger to start the scenario.

Add the Google Dialogflow ES Node

Select the Google Dialogflow ES node from the app selection panel on the right.

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Configure the Google Dialogflow ES

Click on the Google Dialogflow ES node to configure it. You can modify the Google Dialogflow ES URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Add the Salesforce Node

Next, click the plus (+) icon on the Google Dialogflow ES node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.

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Authenticate Salesforce

Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.

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Configure the Google Dialogflow ES and Salesforce Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the Google Dialogflow ES and Salesforce Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Google Dialogflow ES, Salesforce, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Google Dialogflow ES and Salesforce integration works as expected. Depending on your setup, data should flow between Google Dialogflow ES and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Google Dialogflow ES and Salesforce

Google Dialogflow ES + Salesforce + Slack: When Dialogflow ES detects an intent indicating a potential sales opportunity, a new lead is created in Salesforce. Subsequently, a notification is sent to a designated Slack channel to alert the sales team about the new lead.

Salesforce + Google Dialogflow ES + Google Sheets: When a new record is created in Salesforce, conversation summaries from Dialogflow ES related to that record are logged into a Google Sheets spreadsheet for reporting and analysis.

Google Dialogflow ES and Salesforce integration alternatives

About Google Dialogflow ES

Use Google Dialogflow ES in Latenode to build smart chatbots and automate customer service tasks. Connect Dialogflow to your databases, CRMs, or other apps for personalized responses. Create visual workflows that handle complex conversations without code, adding custom logic with JavaScript where needed. Scale your AI-powered interactions using Latenode's flexible automation platform.

About Salesforce

Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.

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FAQ Google Dialogflow ES and Salesforce

How can I connect my Google Dialogflow ES account to Salesforce using Latenode?

To connect your Google Dialogflow ES account to Salesforce on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Google Dialogflow ES and click on "Connect".
  • Authenticate your Google Dialogflow ES and Salesforce accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Salesforce leads from Dialogflow conversations?

Yes, you can! Latenode lets you map intent data from Dialogflow to Salesforce fields, automating lead updates and qualification in real-time. Save time and boost sales efficiency!

What types of tasks can I perform by integrating Google Dialogflow ES with Salesforce?

Integrating Google Dialogflow ES with Salesforce allows you to perform various tasks, including:

  • Automatically creating new Salesforce leads from Dialogflow conversations.
  • Updating existing Salesforce contact information based on Dialogflow data.
  • Logging customer interactions from Dialogflow as activities in Salesforce.
  • Triggering Salesforce workflows based on specific Dialogflow intent matches.
  • Analyzing conversation data from Dialogflow to improve Salesforce campaigns.

Can I use JavaScript to enhance my Google Dialogflow ES integration?

Yes! Latenode allows you to use JavaScript code blocks to add custom logic, manipulate data, and extend the integration's capabilities.

Are there any limitations to the Google Dialogflow ES and Salesforce integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations might require JavaScript knowledge.
  • API rate limits of Google Dialogflow ES and Salesforce still apply.
  • Changes to Dialogflow intents or Salesforce fields require workflow updates.

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