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Automate tasks across Chatforma with Salesforce

We work with you to understand your business processes, and automate all work between Chatforma and Salesforce.

Talk to our team

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Chatforma and Salesforce.

Send a Salesforce notification when Chatforma receives a high-priority item.Get Started
Create a Salesforce follow-up from new qualified activity in Chatforma.Get Started
Copy new customer details from Chatforma into Salesforce.Get Started
Update the matching Salesforce item when a Chatforma status changes.Get Started
Start a review in Salesforce when Chatforma flags an exception.Get Started
Summarize new Chatforma activity and save it in Salesforce.Get Started

Every action you need

Your company can interact with Chatforma and Salesforce using our 47 actions.
Can’t find what you need? Let us know.

Get Current AccountReadRun a get current account action in Chatforma.
List BotsReadRun a list bots action in Chatforma.
Create Bot VariableCreateCreate bot variable in Chatforma.
Delete Bot VariableDeleteDelete bot variable in Chatforma.
List Bot VariablesReadRun a list bot variables action in Chatforma.
Create Dispatch To SegmentCreateCreate dispatch to segment in Chatforma.
Create Dispatch To UserCreateCreate dispatch to user in Chatforma.
List FormsReadRun a list forms action in Chatforma.
List Bot MessagesReadRun a list bot messages action in Chatforma.
List User MessagesReadRun a list user messages action in Chatforma.
Send Existing Message To SegmentCreateSend existing message to segment in Chatforma.
Send Existing Message To UserCreateSend existing message to user in Chatforma.
Send Message To Dialog UserCreateSend message to dialog user in Chatforma.
Get Notification SampleReadRun a get notification sample action in Chatforma.
List NotificationsReadRun a list notifications action in Chatforma.

Frequently Asked Questions

Common questions about working with MindCloud on your Chatforma and Salesforce integration.

No. MindCloud is a full-service integration provider — our team designs, builds, launches, monitors, and maintains your Chatforma integration end to end. You tell us what you need and we deliver a working, production-ready connection.

Related integrations

Explore other ways to connect Chatforma with the apps your team already uses, or browse every Chatforma and Salesforce integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.