SimplyConvert integration with Salesforce
How to Create Salesforce records for new SimplyConvert 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
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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 "Create Salesforce records for new SimplyConvert leads" 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 SimplyConvert integrations
SimplyConvert actions
Nekton can use any feature that is available in SimplyConvert API.
Using our advanced AI, you can easily create custom automations for SimplyConvert.
Here are some typical actions you can do in your automated workflows.
Create Case
Create a new case
Search Case
Search for and return a case in SimplyConvert.
Add Document
Add a document to an existing case
Download Documents
Search for and download a ZIP file containing all documents related to case.
Search Conversation
Search for conversation belonging to a case in SimplyConvert.
SimplyConvert Event
Triggers when specified event occurs inside SimplyConvert.
About SimplyConvert
SimplyConvert is an automated intake case-qualification platform powered by an “all-knowing” AI chatbot.