ChatGen integration with Salesforce
How to Add new ChatGen leads to Salesforce records
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 ChatGen leads to Salesforce records" 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 ChatGen integrations
ChatGen actions
Nekton can use any feature that is available in ChatGen API.
Using our advanced AI, you can easily create custom automations for ChatGen.
Here are some typical actions you can do in your automated workflows.
Conversation Push
Triggers when a conversation is closed. This can occur when a visitor reaches the end of bot flow or when a visitor is inactive for a specific period of time.
New Lead
Triggers when a new lead is added to your account in ChatGen.
New Message
Triggers when a new message is received in ChatGen.
Reached Goal
Triggers when a visitor reaches a goal.
Lead Update
Triggers when the lead details are updated.
About ChatGen
Chatgen is a smart conversational sales and marketing chatbot platform that drives immediate business impact with sales bot.