Intaker + Salesforce
Create Salesforce contacts from new Intaker chats
Ensure seamless business communication with this workflow that connects the Intaker app with Salesforce. When a new chat sparks in Intaker, the system promptly creates a new contact within Salesforce. This automation saves you time, boosts productivity, and enhances customer engagement. Streamline your workflow and never miss an opportunity to nurture your leads effectively.
Ensure seamless business communication with this workflow that connects the Intaker app with Salesforce. When a new chat sparks in Intaker, the system promptly creates a new contact within Salesforce. This automation saves you time, boosts productivity, and enhances customer engagement. Streamline your workflow and never miss an opportunity to nurture your leads effectively.
- When this happens...New Chat
Triggers when a new chat is received by Intaker.
- automatically do this!Create Contact
Creates a new contact in Salesforce.
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