Salesforce Essentials + Tidio
Create new Salesforce Essentials records when new contacts are sent from Tidio bot
Improve your business communication and record management with this useful workflow. Whenever a new contact is sent from Tidio's bot, a corresponding record is quickly created in your Salesforce Essentials system. This automation ensures that all contact information from your chatbot interactions are transferred and stored in Salesforce Essentials, ensuring comprehensive and up-to-date records. Enhance your customer engagement and simplify your record-keeping process with this workflow.
Improve your business communication and record management with this useful workflow. Whenever a new contact is sent from Tidio's bot, a corresponding record is quickly created in your Salesforce Essentials system. This automation ensures that all contact information from your chatbot interactions are transferred and stored in Salesforce Essentials, ensuring comprehensive and up-to-date records. Enhance your customer engagement and simplify your record-keeping process with this workflow.
- When this happens...Contact Sent From Bot
Triggers when a contact is sent from the chosen node in your bot.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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