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With our Salesforce integration, you can take advantage of syncing leads, contacts, activities with your cloud in almost real-time. We assist you with keeping your data up to date with lead status updates and push all the relevant information back to your CRM. This feature is available with both lightning and classic versions.
We Instantly update the sales cloud when a new lead is captured on your bot and you start a chat session with them. We automatically manage leads id when working without names and email addresses. Allow you to sync up to 1000 responses with the identified and unidentified leads.
With our unique identification method, we save each lead who initiates a conversation with your bot or vise versa. We create these unique identifiers with minimal information so you don’t miss any potential leads. As the lead moves forward in the sales cycle we keep updating the same unique identifier so all the information is in a single place and you have access to all the past history.
All conversations are available in the CRM as activity history. Even after a lead is moved through the sale cycle, you can view the complete conversation at any point the time from the start to get an overview and help close the lead faster.
Our algorithm creates certain tasks for your sales team based on specific key user inputs. This saves you time and helps you manage the process better. For example; if a lead answers with their phone numbers, we create a task for you to give a call to that lead on the Salesforce side.
If your company loves slack, we have just the integration for you. With just a few clicks you can set up the slack notification for new leads from your website, Facebook messenger, Line Messenger, Instagram page, and more. You can pull information from all the channels into slack and respond directly to the notifications.