Integração com CRM

Integração com o Salesforce

Turn conversations into Salesforce leads automatically. Your AI chatbot captures prospect information and creates new leads in Salesforce CRM.

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Lead created in Salesforce

What Is Salesforce Integration?

When your AI chatbot qualifies a visitor and collects their information, it automatically creates a new Lead record in Salesforce. The chat transcript, lead source, and any custom data you capture flows directly into your CRM.

Your sales team gets real-time notifications and can follow up immediately while the lead is hot.

Salesforce Integration Features

Lead & Contact Creation

Automatically create Leads or Contacts based on conversation data.

Custom Field Mapping

Map any collected data to standard or custom Salesforce fields.

Chat Transcript Attached

Full conversation history saved to the Lead record for context.

Instant Sync

Leads appear in Salesforce immediately when captured in chat.

Como funciona
1

Connect Salesforce

Secure OAuth connection. Works with all Salesforce editions.

2

Map Fields

Configure which chat data maps to which Salesforce fields.

3

Leads Flow In

New leads created automatically with full conversation context.

What Data Gets Synced
First & Last Name
Endereço de e-mail
Company / Account
Phone Number
Fonte principal
Transcrição do chat
Campos personalizados
Page URL

Mais ações de CRM

Fill Your Salesforce Pipeline

Connect Salesforce and let your AI chatbot capture every lead.

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