Capture lead information from web chat, create client record in Salesforce, and send details to endpoint

Capture lead information from web chat interactions, create a new client lead record in Salesforce, and send the details to a specified endpoint for further handling, ensuring faster onboarding and improved lead management.

Capture lead information from web chat, create client record in Salesforce, and send details to endpoint

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Overview

Capture lead information from web chat interactions, create a new client lead record in Salesforce, and send the details to a specified endpoint for further handling, ensuring faster onboarding and improved lead management.

Capture lead information from web chat, create client record in Salesforce, and send details to endpoint