As users communicate with your Instabot chatbot on your website, mobile app, e-mail and social media, you can aggregate the information and create a Salesforce Lead. Once this Zapier integration is configured, you can easily gather user demographics, preferences, feedback and more into new Salesforce lead profiles so you can have a better understanding of your leads as you reach out to them, and gather information automatically without using additional sales resources.
How this Instabot-Salesforce integration works
- A new engaged user is created in Instabot
- Zapier creates a new lead in Salesforce
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Triggers when a user completes a specified goal node in any Instabot.
Create a new lead.
Triggers when a new user is engaged with specified Instabots.
Add a lead to a campaign.
Triggers when a new Instabot user is created.
Create a new custom object (of the type you choose).
Triggers when a new lead is created.
Add a contact to a campaign.
Triggers when a new custom object (of the type you choose) is created.
Create a new contact.