Olark + Salesforce
Create leads on Salesforce for new transcripts on Olark
Feel like your customer follow-up process is crippled by manual entry bottlenecks? Setting up this Olark Salesforce integration will create an automated solution that should help with that: a new lead will then be created for every new transcript that pops up on Olark, adding all the details in for each so you never have to again!
Feel like your customer follow-up process is crippled by manual entry bottlenecks? Setting up this Olark Salesforce integration will create an automated solution that should help with that: a new lead will then be created for every new transcript that pops up on Olark, adding all the details in for each so you never have to again!
- When this happens...New Transcript
Triggers once when we get a new transcript.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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