Social Intents integration with Salesforce
How to Add new leads in Salesforce when Social Intents live chats close
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 leads in Salesforce when Social Intents live chats close" 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 Social Intents integrations
Social Intents actions
Nekton can use any feature that is available in Social Intents API.
Using our advanced AI, you can easily create custom automations for Social Intents.
Here are some typical actions you can do in your automated workflows.
Chat Closed
Triggers when a chat is closed by an agent.
New Offline Message
Triggers when a new offline message is received.
New Lead
Triggers when a new lead is received.
About Social Intents
Social Intents lets you live chat with your customers in real-time to provide exceptional service.