Capture new session responses from Heyflow, find or create lead records in Salesforce, and update or create records
Capture new session responses from Heyflow, find or create lead records in Salesforce, and update or create records
Capture new session responses from Heyflow, then find or create lead records in Salesforce. Update existing leads or create new ones to ensure all relevant information is stored for effective follow-up and improved lead management.
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Overview
Capture new session responses from Heyflow, then find or create lead records in Salesforce. Update existing leads or create new ones to ensure all relevant information is stored for effective follow-up and improved lead management.