Chat Agents integration with Salesforce
How to Update records in Salesforce with new updates to Chat Agents leads
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 "Update records in Salesforce with new updates to Chat Agents leads" 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 Chat Agents integrations
Chat Agents actions
Nekton can use any feature that is available in Chat Agents API.
Using our advanced AI, you can easily create custom automations for Chat Agents.
Here are some typical actions you can do in your automated workflows.
Chat Lead Updates
Triggers when a existing lead is updated.
New Chat Lead
Triggers when there's a new chat lead.
About Chat Agents
Chat Agents is a true human-managed 24/7 website live chat service provider.