CRM, helpdesk and sales
Salesforce
Leads and cases in Salesforce from every conversation your mate has.
This connection is on the way
It is not something you can switch on yet. Here is what it will do and how it will be set up, so you know what to expect.
01What it does
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.
02How to switch it on
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.
03What it needs
A sign-in to your Salesforce account when you connect it, and the scopes you allow.
04Questions
Be the first to know
Tell us this is the channel you want and we will let you know the day it opens.