Formilla + Salesforce
Add leads to Salesforce campaigns when new Formilla chat sessions complete
Sales teams may not be able to conveniently reference chat history for leads. This automation will add a lead to a Salesforce campaign every time a chat is completed in Formilla. This will give you a record of your conversation that the sales team can reference along with a way to know who needs a follow-up.
Sales teams may not be able to conveniently reference chat history for leads. This automation will add a lead to a Salesforce campaign every time a chat is completed in Formilla. This will give you a record of your conversation that the sales team can reference along with a way to know who needs a follow-up.
- When this happens...Chat Transcript
Triggers when a chat ends.
- automatically do this!Add Lead to Campaign
Adds an existing lead to an existing campaign.
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About Formilla
Formilla.com is a leading provider of customer messaging software using a combination of Live Chat, Email, and In-app messaging tools in one powerful platform.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
