DeskMoz integration with Salesforce
How to Create new leads in Salesforce from DeskMoz 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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create new leads in Salesforce from DeskMoz leads" 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 DeskMoz integrations
DeskMoz actions
Nekton can use any feature that is available in DeskMoz API.
Using our advanced AI, you can easily create custom automations for DeskMoz.
Here are some typical actions you can do in your automated workflows.
New Transcript/Call
Triggers when a new transcript is ended.
New Support Ticket
Triggers when a new support ticket is created.
New Sales Lead
Triggers when a new sales lead is genrated.
About DeskMoz
DeskMoz is 24x7 live chat agent service provider that helps you in generating sales leads and providing support to new and existing customers.