Instabot: Chatbot Platform + Salesforce

Create Salesforce leads from new Instabot conversations

  1. When this happens

    Step 1: New Engaged User

  2. Then do this

    Step 2: Create Record

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

  1. A new engaged user is created in Instabot
  2. Zapier creates a new lead in Salesforce

Apps involved

  • Instabot
  • Salesforce

Supported triggers and actions

What does this mean?
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instabot logo
instabot logo

About Instabot: Chatbot Platform

Instabot is a conversion chatbot for your website, mobile app & emails.
Learn More

Related categories

  • Marketing Automation
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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn More

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