Customers.ai + Salesforce
Create Salesforce leads from Customers.ai Contacts
Are you trying to gather lads for your Inside sales team using a Customers.ai Chatbot? After setting up this integration, you can simply drop in a Zap Widget into your Chatbot once you've gathered all the data you want to be sent over to your Salesforce, including email, phone, and any qualifying information you might care about.
Are you trying to gather lads for your Inside sales team using a Customers.ai Chatbot? After setting up this integration, you can simply drop in a Zap Widget into your Chatbot once you've gathered all the data you want to be sent over to your Salesforce, including email, phone, and any qualifying information you might care about.
- When this happens...Connection Widget Reached
Triggers when a Connection Widget is reached in a Dialogue.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Trigger NameRequired
Try ItAttribute NameRequired
Try ItPhone Number or EmailRequired
Full Name
First Name
Last Name
Lookup AttributeRequired
Lookup ValueRequired
New Contact
Triggers when a new contact is added to your page.
Try ItAutomation IDRequired
Phone Number or EmailRequired
Full Name
First Name
Last Name
Recipient IDRequired
MessageRequired
Messaging Type
Tag
IDRequired
