Chatlio + Salesforce
Create Salesforce records from new Chatlio transcripts
Effortlessly streamline your customer service process with this useful workflow. Whenever a new transcript becomes available in Chatlio, a new record is instantly created in Salesforce. This enables easy tracking and efficient management of your customer interactions. Enhance your business productivity while providing top-notch customer support.
Effortlessly streamline your customer service process with this useful workflow. Whenever a new transcript becomes available in Chatlio, a new record is instantly created in Salesforce. This enables easy tracking and efficient management of your customer interactions. Enhance your business productivity while providing top-notch customer support.
- When this happens...New Transcript
Triggers when a new chat transcript has been requested to be sent via webhook.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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