Create new lead in Salesforce from tawk.to chat transcript, format text, and adjust date
Create new lead in Salesforce from tawk.to chat transcript, format text, and adjust date
Capture visitor details and chat content from Tawk.to when a session ends. Format the data with Formatter by Zapier, then create a new lead in Salesforce for effective follow-up and faster onboarding.
Workflow preview:
Zap details:
Overview
Capture visitor details and chat content from Tawk.to when a session ends. Format the data with Formatter by Zapier, then create a new lead in Salesforce for effective follow-up and faster onboarding.