Pupsai integration with Salesforce
How to Add leads in Salesforce from new form responses in Pupsai
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 in Salesforce from new form responses in Pupsai" 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 Pupsai integrations
Pupsai actions
Nekton can use any feature that is available in Pupsai API.
Using our advanced AI, you can easily create custom automations for Pupsai.
Here are some typical actions you can do in your automated workflows.
Create Frequently Asked Question
Creates a Frequently Asked Question in Pupsai so that your virtual assistant may respond to queries from your customers
Create Canned Message
Add a Canned Message so that your team may re-use frequent responses in chats with customers
Create Product or Service
Adds a new Product or Service for Pupsai to share and sell to customers
New Form Response
Triggers when a new response is received from a form is created.
About Pupsai
Pupsai Platform allows you to provide Consistent 24/7 Customer Care, Marketing and Sales