Table of Contents

Salesforce (Add leads)

Pau Sanchez Updated by Pau Sanchez

Feature available for Business Plan accounts.

How to add and set up the Salesforce integration

  1. Add Salesforce integration block

  1. Sync with your Salesforce Account

  1. Select your account and the action ("Add lead" currently)

  1. First, select the Required fields with the variables or values that you want to send.

If you don't set all the Required fields, no data will be sent.

  1. Fill the Optional fields with the variables or values that you want to send.

Channel Type compatibility

for Web

This feature is fully compatible.

for Whatsapp

This feature is fully compatible with Whatsapp.

for Messenger

This feature is fully compatible with Messenger.

How did we do?

Salesforce Integration Dashboard

Contact