Convoso integration with Salesforce
How to Add Convoso leads to Salesforce
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 Convoso leads to Salesforce" 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 Convoso integrations
Convoso actions
Nekton can use any feature that is available in Convoso API.
Using our advanced AI, you can easily create custom automations for Convoso.
Here are some typical actions you can do in your automated workflows.
Agent Monitor: Logout
Logs out an agent.
Callback: Delete
Deletes a callback record.
Callback: Update
Update a callback record.
Campaigns: Set Status
Set the status of a campaign.
Lead: Delete
To Delete a Lead, using this action
List: Delete
Deletes a list.
About Convoso
Convoso is a cloud-based call center software for sales and lead generation teams.