ChatBot integration with Salesforce
How to Create new Salesforce leads from new ChatBot messages
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 "Create new Salesforce leads from new ChatBot messages" 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 ChatBot integrations
Use this integration to automatically send emails when a new client signs in, a transaction is complete, or when any other important event occurs in ChatBot. Never mis...
ChatBot actions
Nekton can use any feature that is available in ChatBot API.
Using our advanced AI, you can easily create custom automations for ChatBot.
Here are some typical actions you can do in your automated workflows.
New Message
Triggers when a user sends a message that triggers the chosen interaction.
About ChatBot
ChatBot is a universal and comprehensive framework for building modern AI chatbots. It can be used by total beginners as well as advanced developers.