Salesforce + UChat Integration

Integrate Salesforce to UChat in one click, or tell Integrately AI how you want each lead handled. Sync subscriber details, create records, update contacts, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
  • UChat
    Tag is added in UChat Instant
  • UChat
    Tag is removed in UChat Instant
  • UChat
    Conversation is opened in UChat Instant
  • UChat
    Variable value is changed in UChat Instant
  • UChat
    Bot user is subscribed in UChat Instant
  • UChat
    Conversation is done in UChat Instant
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2.
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce
  • UChat
    Send text message in UChat
  • UChat
    Send dynamic content in UChat
  • UChat
    Send sub flow in UChat
  • UChat
    Send main flow in UChat
  • UChat
    Set user field by variable ns in UChat
  • UChat
    Create user field in UChat
  • UChat
    Search user by user id in UChat
  • UChat
    Create bot field in UChat
  • UChat
    Search user field by name in UChat
  • UChat
    Search user by info in UChat
  • UChat
    Search user by user ns in UChat
  • UChat
    Add tag by tag name in UChat
  • UChat
    Set user field by variable name in UChat
  • UChat
    Set bot field by ID in UChat
  • UChat
    Set bot field by name in UChat
  • UChat
    Add tag by tag ns in UChat
  • UChat
    Search cart by user ns in UChat
  • UChat
    Search tag by name in UChat
  • UChat
    Search sub flow by name in UChat
  • UChat
    Remove tag from user in UChat
  • UChat
    Create tag in UChat

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Ready Workflows Ready Workflows for Salesforce + UChat Integration

Capture bot subscribers as leads, create accounts, update records, and sync conversations, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + UChat Integration

Send UChat message for new Salesforce record

Automatically sending a UChat message whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - UChat integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a UChat message for every new Salesforce record is an essential way to stay on top of your work.
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Salesforce + UChat Integration

Send UChat message for new Salesforce task

With this Salesforce - UChat integration, whenever a new task is created in Salesforce, message will be sent via UChat. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Salesforce + UChat Integration

Send UChat message for new Salesforce opportunity

Whenever a new opportunity is created in your Salesforce, you'll want to communicate with your team to make sure everyone is on the same page. Sending UChat message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Salesforce - UChat integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Salesforce + UChat flow

Teams often want to notify sales channels, send emails, and track support tickets once leads and chatbot data move between Salesforce and UChat. Pick a combination and activate it in one click.

Salesforce
UChat
+
HubSpotHubSpot (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
Google CalendarGoogle Calendar (3)
+
ZendeskZendesk (3)
+
StripeStripe (3)
U
H
S
Create a HubSpot contact for every new bot user subscribed in UChat, and create a lead in Salesforce.
New UChat bot subscribers appear in HubSpot as contacts and land in Salesforce as leads instantly, keeping your pipeline updated without manual entry.
S
H
U
When a lead is created in Salesforce, create a contact in HubSpot and send a text message in UChat.
Salesforce leads automatically generate HubSpot contacts and trigger instant UChat messages to engage prospects immediately.
S
H
U
When a Salesforce opportunity is updated, update the HubSpot deal and add a tag in UChat.
Keep HubSpot deals aligned with Salesforce opportunity changes while updating UChat user tags for targeted chatbot communication.

Supported triggers and actions for Salesforce and UChat

Mix and match to build the exact automation you need

Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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UChat
UChat Triggers & Actions
Instant
Tag is added in UChat
Triggers the automation when a tag is added
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Instant
Tag is removed in UChat
Triggers the automation when a tag is added
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Instant
Conversation is opened in UChat
Triggers the automation when a new conversation is initiated
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Instant
Variable value is changed in UChat
Triggers the automation when a variable value is changed
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Instant
Bot user is subscribed in UChat
Triggers the automation when a bot user is subscribed
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Instant
Conversation is done in UChat
Triggers the automation when any conversation is marked as completed
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Send text message in UChat
Sends a reply
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Send dynamic content in UChat
Sends personalized and tailored content based on user behavior or preferences
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Send sub flow in UChat
Sends a sub flow
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Send main flow in UChat
Sends the main flow
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Set user field by variable ns in UChat
Sets a user field by variable namespace
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Create user field in UChat
Creates a new user field
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Search user by user id in UChat
Searches for a user by user id
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Create bot field in UChat
Generates a new field for a bot
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Search user field by name in UChat
Searches for a user field by name
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Search user by info in UChat
Searches for a user by info
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Search user by user ns in UChat
Searches for a user by user namespace
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Add tag by tag name in UChat
Assigns a tag based on its name
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Set user field by variable name in UChat
Sets a user field by variable name
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Set bot field by ID in UChat
Sets a bot field by id
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Set bot field by name in UChat
Sets a bot field by name
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Add tag by tag ns in UChat
Adds tags based on particular namespace
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Search cart by user ns in UChat
Searches for a cart by user namespace
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Search tag by name in UChat
Searches for a tag using its name
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Search sub flow by name in UChat
Searches for a sub-flow by name
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Remove tag from user in UChat
Untag a user's profile
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Create tag in UChat
Generates a new tag
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What can you automate with Salesforce + UChat?

Streamline your customer data workflows by connecting chatbot interactions directly to your CRM pipeline.

What you can automate?
🔄
Sync chatbot subscribers to Salesforce leads instantly
Turn every new UChat bot user subscription into a verified Salesforce lead the moment they interact with your chat flow. Eliminate manual data entry and ensure no prospect falls through the cracks.
📋
Capture every submitted field and custom variable
Map all available UChat user fields and conversation variables directly into Salesforce contact fields instead of basic names and emails. Your CRM database becomes a more detailed source for sales follow-up.
🔔
Notify your team the moment a lead arrives
Alert your sales representatives in real time whenever a high-value prospect completes a chatbot conversation. Speed up response times and increase your conversion rates.
🔀
Route leads based on submitted chatbot answers
Send enterprise prospects to senior sales representatives in Salesforce while routing standard inquiries to automated UChat flows. Tailor your follow-up process based on exact customer inputs.
🔄
Keep Salesforce records updated as chatbot data changes
Automatically update existing Salesforce contacts and opportunities whenever a user modifies their information or status in UChat. Maintain pristine data hygiene across your entire tech stack.
🔍
Prevent duplicate records with smart matching
Search existing Salesforce accounts and contacts before creating new entries. Update matching records or create new ones only when necessary to keep your database clean.
💳
Handle later status changes and payment updates
Trigger automated UChat message flows whenever a Salesforce opportunity moves to closed-won or payment milestones are reached. Keep customers informed throughout their lifecycle.
🔌
Extend your workflow to team communication tools
Connect Salesforce and UChat with Slack or Gmail to notify team members, send confirmation emails, and log every customer touchpoint without writing custom code.
And much more...

Who is Salesforce + UChat integration for?

Revenue teams, marketers, and support managers rely on this integration to eliminate manual data entry and synchronize chatbot interactions with CRM records.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support leads
Customer support leads
Operations coordinators
Operations coordinators
RevOps specialists
RevOps specialists
📈
Performance marketers
You're running marketing campaigns that generate chatbot interactions, but your Salesforce reports only update when someone manually exports subscriber data, so the lead counts you're optimizing against are always hours behind — with this integration, every new subscriber lands in your CRM instantly and your pipeline data stays current.
Sales representatives
You need to follow up with inbound chatbot leads immediately, but you find out about new prospects too late because subscriber lists sit unassigned in chat logs — this integration means every chat subscription creates a Salesforce lead right away so you can reach out while interest is highest.
🤝
Account managers
You answer to clients who want immediate progress updates on their active opportunities and support cases, but compiling status reports by hand takes hours — automating both apps means your Salesforce records and client communications stay aligned without manual transcription.
📊
Customer support leads
The volume of inbound chatbot inquiries is too high for your team to keep up with by hand, leading to missed customer requests and delayed ticket creation — connecting these apps means every inquiry generates a Salesforce case automatically and customer issues get tracked without gaps.
🔄
Operations coordinators
You own the next step in customer onboarding and depend on upstream teams to hand over conversation details from chat tools into Salesforce, but key data gets left behind — with this integration, every subscriber detail flows straight into your CRM records without manual handoffs.
🗂️
RevOps specialists
You need a reliable history of customer interactions across sales and messaging channels, but you keep finding missing records and mismatched data between platforms — automating both apps means your Salesforce database captures complete conversation histories and accurate account records.
Our team

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Why choose Integrately to automate Salesforce + UChat

Build and manage your Salesforce + UChat automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + UChat with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect Salesforce to UChat?
Frequently Asked Questions
You can connect Salesforce to UChat in just one click using Integrately. Choose from 20 million+ ready automation templates or ask Integrately AI to build your custom workflow instantly alongside apps like HubSpot, Slack, and Gmail.
Can I automatically create Salesforce leads from new UChat bot subscribers?
Frequently Asked Questions
Can I connect Salesforce, UChat, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and UChat?
Frequently Asked Questions
How do Salesforce records get updated from chatbot interactions?
Frequently Asked Questions
How do UChat user fields and variables sync with my CRM?
Frequently Asked Questions
Can I automate my Salesforce and UChat workflows without coding?
Frequently Asked Questions
Is the Salesforce and UChat integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce or UChat With 1500+ Other Apps

Salesforce
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Connect Salesforce to CRMs, email marketing tools, and analytics platforms to manage and follow up on your enterprise data.
UChat
Popular UChat Integrations
Sync UChat with messaging channels, support desks, and scheduling apps to keep customer conversations working across your stack.
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UChat Integrations arrow right
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