Create a new lead in Salesforce from a new chat in Intaker

Capture new leads by creating a lead in Salesforce whenever a new chat is received in Intaker. This ensures all relevant chat information is organized for effective follow-up, enhancing your lead management process.

Create a new lead in Salesforce from a new chat in Intaker

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Overview

Capture new leads by creating a lead in Salesforce whenever a new chat is received in Intaker. This ensures all relevant chat information is organized for effective follow-up, enhancing your lead management process.

Create a new lead in Salesforce from a new chat in Intaker