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