LiveChat + Salesforce
Create Salesforce leads from finished LiveChat chats
Easily turn your finished LiveChat conversations into new leads in Salesforce with this seamless workflow. It is triggered when a chat session ends in LiveChat, ensuring critical information gathered during customer interactions is automatically transferred to Salesforce as fresh leads. Stay organized and enhance your sales pipeline without manual data entry, enabling your team to focus on nurturing relationships and closing deals.
Easily turn your finished LiveChat conversations into new leads in Salesforce with this seamless workflow. It is triggered when a chat session ends in LiveChat, ensuring critical information gathered during customer interactions is automatically transferred to Salesforce as fresh leads. Stay organized and enhance your sales pipeline without manual data entry, enabling your team to focus on nurturing relationships and closing deals.
- When this happens...Finished Chat
Triggers when the chat is ended.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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