--- description: 了解如何使用 Zapier 將 Salesforce 與 respond.io 整合以自動管理聯絡人資訊。 title: CRM整合：Salesforce image: https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F3f43c48b21b24f4e8b02b100c0c8fab0 --- [新的我們剛完成了6,250萬美元的 B 輪融資！ 🎉 這對您意味著什麼![arrow-icon](https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2Fe43213a7a9314673bd8d2060c25f9b87)](https://respond.io/blog/respond-io-raises-62-million-series-b) 幫助我... ⌘ 1. [All Collections >](/tw/help) 2. [ 集成 >](/tw/help/integrations) 3. [ 扎皮爾 >](/tw/help/zapier) 4. CRM整合：Salesforce # CRM整合：Salesforce 透過使用 Zapier 將您的 Salesforce 平台整合到 respond.io，簡化您與潛在客戶的溝通。 透過此集成，您可以自動執行 Salesforce 和 respond.io 之間的各種流程和任務，例如： * 建立新線索時，即時資料更新至 respond.io Contacts * 利用 respond.io 的新更新豐富 Salesforce 潛在客戶資料。 我們創建了 Zapier 範本來實現一些常見的業務目標，因此您無需從頭開始啟動 Zaps。 > 所有範本都需要您連接到 respond.io；請按照此處 [respond.io Zapier 整合](https://respond.io/tw/help/integrations/zapier)的步驟設定 [ respond.io Zapier 整合。](https://respond.io/tw/help/integrations/zapier) ## [Zapier 模板列表](https://respond.io/tw/help/integrations/zapier) ### [在 respond.io 中建立聯絡人時在 Salesforce 中建立記錄](https://respond.io/tw/help/integrations/zapier) [如果您與潛在客戶的對話透過即時訊息開始，您需要將潛在客戶新增至您的 Salesforce 記錄。 有了這種自動化，一切都很簡單。 每當您在 respond.io 中建立新的聯絡人時，他們都會自動被新增為 Salesforce 記錄。](https://respond.io/tw/help/integrations/zapier) [使用此範本：](https://respond.io/tw/help/integrations/zapier) * [為新的 respond.io 聯絡人建立 Salesforce 記錄](https://zapier.com/apps/respondio/integrations/salesforce/1154645/create-salesforce-records-for-new-respondio-contacts) ![](https://assets2-proxy.respond.io/ph8r57dk1q9w/FubHjvgohbjRcsxdeBEov/7d2e7531f16d172e441385d0127240b3/salesforce-1.png?fm=avif&w=1000) ### 當 respond.io 聯絡人更新時更新 Salesforce 中的潛在客戶 利用此整合可節省在 Salesforce 中更新潛在客戶的時間。 如果您在 respond.io 中更新聯絡人，則他們會在 Salesforce 中更新，因此您的資料始終是最新的。 使用此範本： * [從 respond.io 更新 Salesforce 潛在客戶](https://zapier.com/apps/respondio/integrations/salesforce/1154646/update-salesforce-leads-from-respondio) ![](https://assets2-proxy.respond.io/ph8r57dk1q9w/5x8e9BKNp68iXMSN5futkt/bc5ea0789ab05db5f0ccbb9cdc4cdf75/salesforce-2.png?fm=avif&w=1000) ### 當建立新的 Salesforce 記錄時，在 respond.io 中建立或更新新的聯絡人 想要透過即時訊息與您的 Salesforce 領導者聊天嗎？ 這種整合使這一切變得毫不費力，每當在 Salesforce 中產生新記錄時，就會自動在 respond.io 中產生聯絡人。 使用此範本： * [當建立新的 Salesforce 記錄時，在 respond.io 中建立或更新聯絡人](https://zapier.com/apps/respondio/integrations/salesforce/1154644/create-or-update-contacts-in-respondio-when-new-salesforce-records-are-created) ![](https://assets2-proxy.respond.io/ph8r57dk1q9w/5abU4lxcTIXoETe6UOFAtR/32f4355c794e24b3fb4f756a6f1db532/salesforce-3.png?fm=avif&w=1000) ### 當 Salesforce 記錄更新時，更新 respond.io 中的聯絡人 當您與 respond.io 中的聯絡人聊天時，您會想知道他們在銷售管道中的狀態，並獲取任何其他資訊以增加對話背景。 當新的 Salesforce 記錄更新時，請使用此自動化功能來更新 respond.io 中的聯絡人詳細信息，這樣您始終可以獲得最新的資訊。 使用此範本： * [將新的 Salesforce 記錄更新新增至 respond.io 聯絡人](https://zapier.com/apps/respondio/integrations/salesforce/1153309/add-new-salesforce-record-updates-to-respondio-contacts) ![](https://assets2-proxy.respond.io/ph8r57dk1q9w/7hHwFKSDDqKEcOGghz8QxW/5e759207b09a7151b7d3e8e7a11c00c1/salesforce-4.png?fm=avif&w=1000) > 我們有可與其他流行的 CRM 和電子商務平台整合的 Zapier 範本。 請參閱此處 [的完整範本清單](https://zapier.com/apps/respondio/integrations#zap-template-list)。 分享這篇文章 [![Telegram](https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F44daca77a4844f0c8fd29040ddeba057?width=22)](https://api.whatsapp.com/send?text=https://respond.io/help/zapier/crm-integration-salesforce)[![Facebook](https://assets1-proxy.respond.io/api/v1/image/assets/11f7a662b80a4675973850b067c01fa5/fff57eeb01160bc604392f519b4f3461ca16f0fa1b6a587b20b142cdf1ad0ba7?placeholderIfAbsent=true&width=22)](https://www.facebook.com/sharer/sharer.php?u=https://respond.io/help/zapier/crm-integration-salesforce)[![Linkedin](https://assets1-proxy.respond.io/api/v1/image/assets/11f7a662b80a4675973850b067c01fa5/7aaf8d87b5410844d83e06a4ed663e4f551b8c5ef51dbb20a8ff064a1eed9a0f?placeholderIfAbsent=true&width=22)](https://www.linkedin.com/sharing/share-offsite/?url=https://respond.io/help/zapier/crm-integration-salesforce)[![Twitter](https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F4e03e02422a94e8eab9b8b41457c2371?width=22)](http://twitter.com/share?url=https://respond.io/help/zapier/crm-integration-salesforce) ## 相關文章 * [電子商務整合：BigCommerce了解如何使用 Zapier 將 BigCommerce 與 respond.io 整合以自動管理聯絡資訊並向客戶發送訊息。 ](/tw/help/zapier/big-commerce) * [CRM 整合：ActiveCampaign了解如何使用 Zapier 將 ActiveCampaign 與 respond.io 集成，以自動管理聯絡資訊並向代理商更新交易狀態。 ](/tw/help/zapier/crm-integration-activecampaign) * [CRM 整合：HubSpot了解如何使用 Zapier 與工作流程，透過整合 HubSpot 與 respond.io，自動同步聯絡人資料並建立交易與工單。 ](/tw/help/zapier/crm-integration-hubspot) * [電子商務整合：Shopify了解如何使用 Zapier 將 Shopify 與 respond.io 整合以同步聯絡資訊並管理訂單和購物車。 ](/tw/help/zapier/e-commerce-integration-shopify) * [電子商務整合：Magento了解如何使用 Zapier 將 Magento 與 respond.io 整合以自動管理聯絡資訊並向客戶發送訊息。 ](/tw/help/zapier/ecommerce-integration-magento) 找不到您想要的東西？ 🔎 [聯繫支持](/tw/contact-us) 2026-09-22T07:57:15.654Z help ```json {"@context":"https://schema.org","@graph":[{"@context":"https://schema.org","@type":"TechArticle","articleBody":"了解如何使用 Zapier 將 Salesforce 與 respond.io 整合以自動管理聯絡人資訊。","author":{"@type":"Person","image":"https://assets2-proxy.respond.io/ph8r57dk1q9w/4IHLTWbmWN0uXBc5x4jthC/59252fcdb357304ce07be76043047b7a/Susan_Swier_Avatar.svg","name":"Susan Swier","url":"https://respond.io/tw/author/susan-swier"},"dateCreated":"2023-03-01T08:40:48.000Z","dateModified":"2026-09-16T04:38:47.449Z","datePublished":"2023-03-01T08:40:48.000Z","headline":"CRM整合：Salesforce","image":"https://assets2-proxy.respond.io/ph8r57dk1q9w/FubHjvgohbjRcsxdeBEov/7d2e7531f16d172e441385d0127240b3/salesforce-1.png","mainEntityOfPage":"https://respond.io/tw/help/zapier","publisher":{"@id":"https://respond.io/#organization"},"thumbnailUrl":"https://assets2-proxy.respond.io/ph8r57dk1q9w/FubHjvgohbjRcsxdeBEov/7d2e7531f16d172e441385d0127240b3/salesforce-1.png","url":"https://respond.io/tw/help/zapier/crm-integration-salesforce"},{"@context":"https://schema.org","@id":"https://respond.io/tw/help/zapier/crm-integration-salesforce#breadcrumb","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Help","item":"https://respond.io/tw/help"},{"@type":"ListItem","position":2,"name":"集成 ","item":"https://respond.io/tw/help/integrations"},{"@type":"ListItem","position":3,"name":"扎皮爾","item":"https://respond.io/tw/help/zapier"},{"@type":"ListItem","position":4,"name":"CRM整合：Salesforce","item":"https://respond.io/tw/help/zapier/crm-integration-salesforce"}]},{"@type":"Organization","@id":"https://respond.io/#organization","name":"Respond.io","alternateName":"respond.io","url":"https://respond.io/","image":["https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F3f43c48b21b24f4e8b02b100c0c8fab0"],"logo":"https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F4045649d540241d398c39ab07b2b62bb","description":"Respond.io is an AI-powered customer conversation platform that helps businesses manage conversations, automate workflows and scale sales, marketing and support operations. 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