--- description: 学习如何使用Zapier将Salesforce与respond.io集成，以自动管理联系信息。 title: CRM集成：Salesforce image: https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F3f43c48b21b24f4e8b02b100c0c8fab0 --- [新的我们刚完成了6250万美元的B轮融资！ 🎉 这对您意味着什么![arrow-icon](https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2Fe43213a7a9314673bd8d2060c25f9b87)](https://respond.io/blog/respond-io-raises-62-million-series-b) 帮助我... ⌘ 1. [All Collections >](/zh/help) 2. [ 集成 >](/zh/help/integrations) 3. [ Zapier >](/zh/help/zapier) 4. CRM集成：Salesforce # CRM集成：Salesforce 通过使用Zapier整合您的Salesforce平台来简化您与潜在客户的沟通。 通过此集成，您可以自动化Salesforce和respond.io之间的各种流程和任务，例如： * 当创建新潜在客户时，联系人信息在respond.io中实时更新。 * 用新的更新丰富Salesforce的潜在客户数据，从respond.io获取。 我们创建了Zapier模板来完成一些常见的商业目标，因此您不必从头开始创建Zap。 > 所有模板都需要您连接到respond.io；请按照此处[respond.io Zapier集成](https://respond.io/zh/help/integrations/zapier)的步骤进行设置。 ## Zapier 模板列表 ### 在respond.io中创建联系人时在Salesforce中创建一条记录。 如果您与潜在客户的对话开始于即时消息，您将希望将该潜在客户添加到您的Salesforce记录中。 通过这个自动化，它很简单。 每当您在respond.io中创建新联系人时，他们将自动作为Salesforce记录添加。 使用此模板： * [为新的respond.io联系人创建Salesforce记录。](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) ### 当更新respond.io联系人时，在Salesforce中更新一个潜在客户。 通过此集成在Salesforce中更新您的潜在客户时节省时间。 如果您更新一个respond.io中的联系人，他们将在Salesforce中更新，因此您的数据将始终保持最新。 使用此模板： * [从respond.io更新Salesforce潜在客户。](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) ### 当创建新的Salesforce记录时，创建或更新一个新的联系人。 想要通过即时消息与您的Salesforce潜在客户聊天吗？ 这项集成使得这一切变得轻而易举。每当在Salesforce生成新记录时，respond.io中会自动生成一个联系人。 使用此模板： * [在创建新的Salesforce记录时，如果更新联系人信息。](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) ### 当Salesforce记录被更新时，在respond.io中更新联系人。 当您与respond.io中的联系人聊天时，您将希望了解他们在销售渠道中的状态，并获取任何补充信息，以便为对话提供上下文。 当新的Salesforce记录被更新时，使用这个自动化来更新联系人的详细信息，所以您总是有最新的信息。 使用此模板： * [将新的Salesforce记录更新应用到respond.io联系人中。](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) > 我们有Zapier模板与其他流行的 CRM 和电子商务平台集成。 请参阅此处 [的完整模板列表](https://zapier.com/apps/respondio/integrations#zap-template-list)。 分享这篇文章 [![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) ## 相关文章 :woman\_technologist： * [电子商务一体化：BigCommerce学习如何使用 Zapier 将 BigCommerce 与 Respond.io 集成，以自动管理联系人信息并向客户发送消息。 ](/zh/help/zapier/big-commerce) * [CRM集成：ActiveCampaign了解如何使用 Zapier 将 ActiveCampaign 与 respond.io 集成，以自动管理联系信息并向代理更新交易状态。 ](/zh/help/zapier/crm-integration-activecampaign) * [CRM 集成：HubSpot了解如何使用 Zapier 和工作流将 HubSpot 与 respond.io 集成，以自动同步联系人数据并创建交易与工单。 ](/zh/help/zapier/crm-integration-hubspot) * [电子商务集成：Shopify学习如何使用 Zapier 将 Shopify 与 Respond.io 集成，以同步联系人信息并管理订单和购物车。 ](/zh/help/zapier/e-commerce-integration-shopify) * [电子商务一体化：Magento学习如何使用 Zapier 将 Magento 与 Respond.io 集成，以自动管理联系人信息并向客户发送消息。 ](/zh/help/zapier/ecommerce-integration-magento) 找不到您正在寻找的东西？ 🔎 [联系客服支持](/zh/contact-us) 2026-09-22T07:58:22.221Z help ```json {"@context":"https://schema.org","@graph":[{"@context":"https://schema.org","@type":"TechArticle","articleBody":"学习如何使用Zapier将Salesforce与respond.io集成，以自动管理联系信息。","author":{"@type":"Person","image":"https://assets2-proxy.respond.io/ph8r57dk1q9w/4IHLTWbmWN0uXBc5x4jthC/59252fcdb357304ce07be76043047b7a/Susan_Swier_Avatar.svg","name":"Susan Swier","url":"https://respond.io/zh/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集成：Salesforce","image":"https://assets2-proxy.respond.io/ph8r57dk1q9w/FubHjvgohbjRcsxdeBEov/7d2e7531f16d172e441385d0127240b3/salesforce-1.png","mainEntityOfPage":"https://respond.io/zh/help/zapier","publisher":{"@id":"https://respond.io/#organization"},"thumbnailUrl":"https://assets2-proxy.respond.io/ph8r57dk1q9w/FubHjvgohbjRcsxdeBEov/7d2e7531f16d172e441385d0127240b3/salesforce-1.png","url":"https://respond.io/zh/help/zapier/crm-integration-salesforce"},{"@context":"https://schema.org","@id":"https://respond.io/zh/help/zapier/crm-integration-salesforce#breadcrumb","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Help","item":"https://respond.io/zh/help"},{"@type":"ListItem","position":2,"name":"集成 ","item":"https://respond.io/zh/help/integrations"},{"@type":"ListItem","position":3,"name":"Zapier","item":"https://respond.io/zh/help/zapier"},{"@type":"ListItem","position":4,"name":"CRM集成：Salesforce","item":"https://respond.io/zh/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. Trusted by 10,000+ B2C brands, it unifies WhatsApp, TikTok, Instagram and Facebook in a single AI-powered team inbox for chats, calls and campaigns.","email":"success@respond.io","telephone":"+6011-54211197","foundingDate":"2017-02-17","address":{"@type":"PostalAddress","streetAddress":"Level 41, Permata Sapura Tower, Jalan Pinang","addressLocality":"Kuala Lumpur","addressRegion":"Federal Territory of Kuala Lumpur","postalCode":"50088","addressCountry":"MY"},"areaServed":"Worldwide","contactPoint":{"@type":"ContactPoint","contactType":"Customer Service","url":"https://respond.io/contact"},"sameAs":["https://respond.io/","https://www.facebook.com/getrespondio/","https://www.linkedin.com/company/respondio/","https://play.google.com/store/apps/details?id=com.respond.inbox.io","https://www.youtube.com/@respondio","https://twitter.com/respond_io","https://apps.apple.com/my/app/respond-io-inbox/id1667772955","https://www.g2.com/products/respond-io/reviews","https://www.producthunt.com/products/respond-io","https://zapier.com/apps/respondio/integrations","https://www.capterra.com/p/179311/Rocketbots/","https://www.crunchbase.com/organization/respondio","https://builtin.com/company/respondio","https://respond-io.en.softonic.com/web-apps","https://my.jobstreet.com/companies/respondio-168558101085004","https://brandfetch.com/respond.io","https://webcatalog.io/en/apps/respond-io"],"knowsAbout":["WhatsApp API","WhatsApp Business API","WhatsApp CRM","WhatsApp automation","omnichannel communication platform","WhatsApp Business Multiple Users","WhatsApp BSP","WhatsApp Business Solution Provider","WhatsApp automation tool","WhatsApp team inbox","WhatsApp AI agent","WhatsApp Business AI chatbot","WhatsApp marketing software","conversational sales platform","WhatsApp appointment booking"]},{"@type":"WebPage","@id":"https://respond.io/zh/help/zapier/crm-integration-salesforce#webpage","url":"https://respond.io/zh/help/zapier/crm-integration-salesforce","name":"CRM集成：Salesforce","description":"学习如何使用Zapier将Salesforce与respond.io集成，以自动管理联系信息。","isPartOf":{"@id":"https://respond.io/#website"},"primaryImageOfPage":{"@type":"ImageObject","url":"https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F3f43c48b21b24f4e8b02b100c0c8fab0"},"breadcrumb":{"@id":"https://respond.io/zh/help/zapier/crm-integration-salesforce#breadcrumb"}},{"@type":"WebSite","@id":"https://respond.io/#website","name":"Respond.io","url":"https://respond.io/","potentialAction":{"@type":"SearchAction","query-input":"required name=search_term_string","target":"https://respond.io/search?query={search_term_string}"},"publisher":{"@id":"https://respond.io/#organization"}}]} ```