Salesforce + Tidio
Create Salesforce records for new Tidio bot-sent contacts
Easily streamline your lead management process with this Tidio-Salesforce workflow. Whenever a new contact is sent from your Tidio chatbot, a Salesforce record will be automatically created, ensuring that important customer data is efficiently captured in your CRM. Save time and improve accuracy in managing your leads with this seamless automation.
Easily streamline your lead management process with this Tidio-Salesforce workflow. Whenever a new contact is sent from your Tidio chatbot, a Salesforce record will be automatically created, ensuring that important customer data is efficiently captured in your CRM. Save time and improve accuracy in managing your leads with this seamless automation.
- 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, Lead, Opportunity, etc.).
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