Salesforce integration
listed in Automation · CRM · Database
Updated Feb 25 2021
Install now Opens in Digital AssistantUnderstand and engage with your customers better than ever with the Salesforce integration for Digital Assistant. Keep on top of individual customer tasks and leads and get instant notifications when something new needs your attention. Additionally you can pin Cards to your Board which allows you to better monitor your contacts.
With Salesforce you can turn Digital Assistant into a Sales productivity tool that allows you to efficiently stay on top your Sales objectives.
Create new meeting invites for Salesforce events directly from Digital Assistant just by asking your chatbot for the form.
Simply create a new task in Salesforce or add it a new one to a Kanban board.
Conveniently open a new case in Salesforce
See a list of all new leads in Salesforce
See a list of all unassigned and new tickets in Salesforce
See a list of all leads that are yet to be assigned or are marked as open.
See a list of all open Salesforce tasks or those that aren't assigend to anyone
Get a list of open Salesforce tickets on your Board or subscribe to notifications
See a chart of all open Salesforce tickets, grouped by their priority
See a timeline of your upcoming meetings for the day, including useful details such as attendees or duration. Online meetings can be directly started with the Join meeting button which adds convenience over having to manually look for it in the event description.
Install now Opens in Digital Assistant
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