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Add new Salesforce leads from new ChatBot users

Add new Salesforce leads from new ChatBot users

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This scenario periodically checks for new ChatBot users and uses the retrieved information to create new leads in Salesforce.

The template is using "Lead Generation Bot" template from Chatbot. The bot is asking for name, email, company name, company size, and a purpose of the inquiry.

It's important to pay attention to the scenario schedule and to the filter configuration in the first Chatbot module - both elements need to be the same. If you schedule this scenario to run every 15 minutes then the scenario should only check new users created in the last 15 minutes.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Salesforce
Complete/Abort a Job

Completes or aborts a job.

Action
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Create a Job

Creates a new bulk data job.

Action
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Create a Record

Creates a new record in an object.

Action
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Create a User

Creates a new user.

Action
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Delete a Record

Deletes a record.

Action
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Download an Attachment/Document

Downloads an attachment or a document.

Action
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Get a Record

Gets a specified record in an object.

Action
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Get a Story

Returns details of a story specified by ID.

Action
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Get a User

Returns details of a user specified by ID.

Action

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