Busymate AI

CRM, helpdesk and sales

Salesforce

Leads and cases in Salesforce from every conversation your mate has.

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아직 켤 수 없는 기능입니다. 어떤 일을 하고 어떻게 설정되는지 알아두세요. 그러면 무엇을 기대할 수 있을지 알 수 있습니다.

01기능

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.

02켜는 방법

  1. Sign in to Salesforce when you connect it and allow the objects you want written.

  2. Map what a conversation writes — lead, contact, case — and what it may read.

  3. Publish; the next conversation shows up in Salesforce.

03필요한 것

A sign-in to your Salesforce account when you connect it, and the scopes you allow.

04질문

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