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Create a New Scenario to Connect Landbot.io and Salesforce
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Landbot.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Landbot.io or Salesforce will be your first step. To do this, click "Choose an app," find Landbot.io or Salesforce, and select the appropriate trigger to start the scenario.
Add the Landbot.io Node
Select the Landbot.io node from the app selection panel on the right.
Landbot.io
Configure the Landbot.io
Click on the Landbot.io node to configure it. You can modify the Landbot.io URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Salesforce Node
Next, click the plus (+) icon on the Landbot.io node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
Landbot.io
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Salesforce
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.
Configure the Landbot.io 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.
Set Up the Landbot.io and Salesforce Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Salesforce
Trigger on Webhook
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Landbot.io
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Landbot.io, Salesforce, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Landbot.io and Salesforce integration works as expected. Depending on your setup, data should flow between Landbot.io and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Landbot.io + Salesforce + Slack: When a new event is triggered in Landbot.io, it creates a new lead in Salesforce and then sends a message in Slack to notify the sales team about the new lead.
Landbot.io + Salesforce + Google Sheets: When a customer updates information via Landbot, the corresponding Salesforce record is updated, and the interaction details are logged in a Google Sheet.
About Landbot.io
Use Landbot.io in Latenode to build no-code chatbots, then connect them to your wider automation. Capture leads, qualify prospects, or provide instant support and trigger follow-up actions directly in your CRM, databases, or marketing tools. Latenode handles complex logic, scaling, and integrations without per-step fees.
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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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How can I connect my Landbot.io account to Salesforce using Latenode?
To connect your Landbot.io account to Salesforce on Latenode, follow these steps:
Can I automatically create leads from chatbot conversations?
Yes, you can! Latenode allows instant lead creation in Salesforce from Landbot.io conversations. Benefit from efficient lead management and improved sales pipeline visibility.
What types of tasks can I perform by integrating Landbot.io with Salesforce?
Integrating Landbot.io with Salesforce allows you to perform various tasks, including:
Can I use JavaScript to customize the integration logic?
Yes! Latenode allows you to use JavaScript for custom data transformations between Landbot.io and Salesforce, beyond standard field mappings.
Are there any limitations to the Landbot.io and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: