ChatBeacon integration with Salesforce
How to Create Salesforce leads when new chats end in ChatBeacon
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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Salesforce leads when new chats end in ChatBeacon" and then click on "Automate".
-
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 ChatBeacon integrations
ChatBeacon actions
Nekton can use any feature that is available in ChatBeacon API.
Using our advanced AI, you can easily create custom automations for ChatBeacon.
Here are some typical actions you can do in your automated workflows.
Chat Ended
Triggers when a chat ends.
New Session
Triggers when a new session is created.
Session on Page or Query
Triggers when visitor lands on page/query.
Chat Segment Contains
Triggers when a chat segment contains the specified data.
New Chat Request
Triggers when a new chat request has been made.
Survey Submitted
Triggers when an offline or post chat survey is submitted.
About ChatBeacon
ChatBeacon is a live chat solution for your website, allowing you to monitor your website traffic in real-time, provide customer service and support or capture sale leads. ChatBeacon offers three chat channels: website, SMS and Facebook Chat.