Intaker + Salesforce
Create records in Salesforce from new chats in Intaker
Start managing your client interactions more efficiently with this workflow. Whenever a new chat conversation occurs in Intaker, a new record is instantly created in Salesforce. This integrated process streamlines data entry and ensures all client information is captured and stored in one central location with ease, helping you stay organized and save valuable time.
Start managing your client interactions more efficiently with this workflow. Whenever a new chat conversation occurs in Intaker, a new record is instantly created in Salesforce. This integrated process streamlines data entry and ensures all client information is captured and stored in one central location with ease, helping you stay organized and save valuable time.
- When this happens...New Chat
Triggers when a new chat is received by Intaker.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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