Salesforce integration with Predictive Sales AI
How to Add new Salesforce leads to Predictive Sales AI
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 Salesforce leads to Predictive Sales AI" 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 Predictive Sales AI integrations
Predictive Sales AI actions
Nekton can use any feature that is available in Predictive Sales AI API.
Using our advanced AI, you can easily create custom automations for Predictive Sales AI.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a lead and pushes the details within the communication portal.
About Predictive Sales AI
Predictive Sales AI is a lead generation and communication tool to help contractors generate more leads and sales.