Karen integration with Salesforce
How to Add leads to Salesforce campaigns when new Karen meetings are scheduled
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 leads to Salesforce campaigns when new Karen meetings are scheduled" 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 Karen integrations
Karen actions
Nekton can use any feature that is available in Karen API.
Using our advanced AI, you can easily create custom automations for Karen.
Here are some typical actions you can do in your automated workflows.
Meeting Deleted
Triggers when a new meeting is deleted.
Meeting Scheduled
Triggers when a new meeting is scheduled.
Meeting Rescheduled
Triggers when a new meeting is re-scheduled.
About Karen
Karen is an AI enabled scheduling service that helps schedule appointment, take payment, and send reminders.