CRM, helpdesk and sales
Salesforce
Leads and cases in Salesforce from every conversation your mate has.
هذا الاتصال قيد الإعداد
ليس شيئًا يمكنك تشغيله الآن. إليك ما سيفعله وكيفية إعداده، حتى تعرف ما يمكن توقعه.
01ما يفعله
Leads and cases written from conversations
Connect Salesforce and your mate creates or updates a lead from a sales conversation, opens a case with the transcript on hand-off, and reads a signed-in customer's account to answer their questions.
02كيفية تشغيله
Sign in to Salesforce when you connect it and allow the objects you want written.
Map what a conversation writes — lead, contact, case — and what it may read.
Publish; the next conversation shows up in Salesforce.
03ما يحتاجه
A sign-in to your Salesforce account when you connect it, and the scopes you allow.
04أسئلة
Be the first to know
أخبرنا أن هذه هي القناة التي تريدها وسنخبرك في اليوم الذي تفتح فيه.