CRM, helpdesk and sales
Salesforce
Leads and cases in Salesforce from every conversation your mate has.
Esta conexión está en camino
Aún no es algo que puedas activar. Aquí te mostramos qué hará y cómo se configurará, para que sepas qué esperar.
01Qué hace
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.
02Cómo activarlo
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.
03Lo que necesita
A sign-in to your Salesforce account when you connect it, and the scopes you allow.
04Preguntas
Be the first to know
Cuéntanos que es el canal que quieres y te avisaremos el día que abra.