Salesforce + Smith.ai Chat
Create new Salesforce leads from new Smith.ai Chat conversations
Take your sales process up a notch with this efficient workflow. Each time a new chat occurs on Smith.ai, this workflow swiftly creates a corresponding lead in Salesforce. Replace redundancy with efficiency, giving your team more time to build solid relationships with potential clients. It's a smart, time-saving approach to bolster your sales efforts.
Take your sales process up a notch with this efficient workflow. Each time a new chat occurs on Smith.ai, this workflow swiftly creates a corresponding lead in Salesforce. Replace redundancy with efficiency, giving your team more time to build solid relationships with potential clients. It's a smart, time-saving approach to bolster your sales efforts.
- When this happens...New Chat
Triggers when a new chat is created.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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