Salesforce integration with Avochato
How to Add new Salesforce leads to Avochato
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Salesforce leads to Avochato" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Avochato integrations
Avochato actions
Nekton can use any feature that is available in Avochato API.
Using our advanced AI, you can easily create custom automations for Avochato.
Here are some typical actions you can do in your automated workflows.
Create / Update Contact
Creates a new contact or updates an existing contact if it already exists.
Add Sale Event
Adds a sales event to a contact's most recent conversation.
Send Text Message
Sends a text message to a specified phone number.
Contact Opted In
Triggers when a Contact opts in to receiving text messages.
New Inbound Message
Triggers when an incoming text message arrives in your inbox.
Contact Opted Out
Triggers when a contact opts out of receiving text messages.
About Avochato
Avochato is the text messaging solution for sales, marketing, and customer support teams.