Add new finished Chatra conversations as Salesforce leads
When this happensStep 1: New Finished Conversation
Then do thisStep 2: Create Lead
Do you want your Salesforce leads to be up to date with your conversations in Chatra? Look no further! This integration will allow you to automatically add or update leads in Salesforce when a conversation in Chatra ends.
How this Chatra-Salesforce integration works
- A new finished Chatra conversation
- Zapier adds a lead to Salesforce