Chatlio + Salesforce
Create Salesforce records for every new Chatlio conversation
Streamline your customer interactions with this efficient workflow. When a new conversation starts in Chatlio, a corresponding record is instantly created in Salesforce. This process keeps your customer data updated, allowing your team to respond effectively, and improving overall customer service. Enjoy the simplicity of this interaction between Chatlio and Salesforce.
Streamline your customer interactions with this efficient workflow. When a new conversation starts in Chatlio, a corresponding record is instantly created in Salesforce. This process keeps your customer data updated, allowing your team to respond effectively, and improving overall customer service. Enjoy the simplicity of this interaction between Chatlio and Salesforce.
- When this happens...New Conversation
Triggers when a visitor starts a new conversation.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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