Add new Salesforce leads from new ChatBot users
About
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.
Apps Included
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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.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Creates a new user.
Deletes a record.
Downloads an attachment or a document.
Gets a specified record in an object.
Returns details of a story specified by ID.
Returns details of a user specified by ID.
FAQ