JivoChat + Salesforce
Create records in Salesforce from newly finished chats in JivoChat
Streamline your customer communication processes by integrating JivoChat and Salesforce. Whenever a chat session concludes in JivoChat, this workflow steps in to create a new record in Salesforce. This streamlined process ensures that all interactions are promptly documented, enabling you to better track customer concerns, feedback, and inquiries. Experience more efficient customer relationship management without manually transferring data between systems.
Streamline your customer communication processes by integrating JivoChat and Salesforce. Whenever a chat session concludes in JivoChat, this workflow steps in to create a new record in Salesforce. This streamlined process ensures that all interactions are promptly documented, enabling you to better track customer concerns, feedback, and inquiries. Experience more efficient customer relationship management without manually transferring data between systems.
- When this happens...New Chat Finished
Triggers when a new chat is closed in JivoChat's agent application.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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