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