Busymate AI

CRM, helpdesk and sales

Salesforce

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

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目前还无法启用此功能。以下是它未来的功能和设置方式,让您提前了解。

01功能说明

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.

02如何启用

  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.

03需要什么

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

04常见问题

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