Salesforce integration

Salesforce integration

listed in Automation · CRM · Database

Updated Feb 25 2021
Digital Assistant logoInstall now Opens in Digital Assistant
Jump to screenshots 

Understand 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 Event

Create new meeting invites for Salesforce events directly from Digital Assistant just by asking your chatbot for the form.

Create Salesforce event Schedule meeting in Salesforce
Create Task

Simply create a new task in Salesforce or add it a new one to a Kanban board.

Create Salesforce task Remind me to do something in Salesforce
Create Ticket

Conveniently open a new case in Salesforce

Create Salesforce ticket Open a case in Salesforce
New Salesforce Leads

See a list of all new leads in Salesforce

Show me new Salesforce leads What Salesforce leads are new?
New Salesforce Tickets

See a list of all unassigned and new tickets in Salesforce

Show me new Salesforce tickets What Salesforce tickets are new?
Open Salesforce Leads

See a list of all leads that are yet to be assigned or are marked as open.

Show me open Salesforce leads What Salesforce leads are open?
Open Salesforce Tasks

See a list of all open Salesforce tasks or those that aren't assigend to anyone

Show me open Salesforce tasks What Salesforce tasks are open?
Open Salesforce Tickets

Get a list of open Salesforce tickets on your Board or subscribe to notifications

Show me open Salesforce tickets What Salesforce tickets are open?
Open Salesforce Tickets by Priority

See a chart of all open Salesforce tickets, grouped by their priority

Show me open Salesforce tickets chart Show me Salesforce issues by priority
Today's Meetings

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.

What events are coming up in my Salesforce calendar? When will my next Salesforce meeting start ?
Digital Assistant logoInstall now Opens in Digital Assistant

How would you rate this integration?

All product names, logos, and brands are property of their respective owners. All company, product and service names used on this website are for identification purposes only. Use of these names, logos, and brands does not imply endorsement.