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Runs through Zapier → Darwin + Salesforce Open API settings ↗
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.
This connection runs through Zapier: Darwin’s Zapier app starts the Zap and Zapier’s Salesforce app does the work in Salesforce. You choose the fields. Salesforce is a Premium app on Zapier, so this Zap needs a paid Zapier plan.

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Before you start

  • 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.
  • Darwin added to your Zapier account and a Darwin key for Zapier. Connect Zapier covers both in two minutes.

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Create a lead for every new lead

1

Choose the Darwin trigger

In Zapier, create a Zap. For the trigger, choose Darwin and the event New Lead. Connect your Darwin account with the key, then select Test trigger to load a sample.
2

Add the Salesforce action

Choose Salesforce as the action app and the event Create Lead, then connect your Salesforce account.Salesforce requires Last Name and Company on every lead, and visitors don’t always give them. Before this step, add a Formatter step (Text → Default Value) that fills a placeholder such as Website visitor when Company is empty, and another for Last name.
3

Map the fields

Darwin’s lead carries Email, First name, Last name, Company and Phone when the visitor gave them, plus Page URL, Traffic source, the UTM values, Darwin’s grade and Darwin url, a link to the conversation. Map the required fields from the Formatter steps:
4

Test and publish

Test the action, check the result in Salesforce, then publish the Zap. Open the new lead in Salesforce and check the owner your assignment rules gave it.

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Also useful

  • Route hot visitors fast. A Zap on Visitor Asked for a Person can create the lead with a higher rating, or post to your sales channel at the same time.
  • Add to a campaign. Add Zapier’s Add Lead to Campaign step to attribute website chat leads to a Salesforce campaign.

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Good to know

  • Zapier needs Salesforce My Domain, and your Salesforce admin may need to approve Zapier as a connected app.
  • The Zap acts on leads from the moment you turn it on. Earlier leads are in Darwin under Conversations, which you can download as a CSV.
Darwin is in private beta on Zapier. Open the invite link in Connect Zapier while signed in to the Zapier account you build Zaps in.
No. It runs through Zapier: Darwin’s Zapier app starts the Zap and Zapier’s Salesforce app creates the lead. You choose which fields go where.
Lead requires Last Name and Company. Add the Formatter default steps above, or map a field your visitors always give.
Preview conversations never start a Zap, so testing your agent doesn’t fill your tools. Chat on your live website to test end to end, or use the samples from Test trigger.
Connect Zapier → · All Darwin triggers and actions → · Webhooks and the API →