Create new Salesforce contacts from new ClickDesk chats
After you pull in prospective customers via ClickDesk, instead of copying and pasting their information into your customer relationship management tool, use this integration to connect ClickDesk with Salesforce. Then when a new ClickDesk chat occurs, a contact is automatically added to Salesforce.
After you pull in prospective customers via ClickDesk, instead of copying and pasting their information into your customer relationship management tool, use this integration to connect ClickDesk with Salesforce. Then when a new ClickDesk chat occurs, a contact is automatically added to Salesforce.
- When this happens...New Chat
Triggers when new live chat is ended.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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