Salesforce and Chatbot.OM
Leads, contacts, and cases created in Salesforce from the conversation, mapped to your existing objects and fields.
What it does
Qualified enquiries become Leads or Opportunities and support issues become Cases, each carrying the transcript and the enriched fields. Assignment follows either Chatbot.OM's routing rules or your existing Salesforce assignment rules, whichever you prefer to keep as the source of truth.
Because records are created as the conversation happens, a customer who messages at ten at night is in the pipeline before your team opens the next morning.
Setting it up
Connect with a Salesforce user that has the right object permissions, then map chatbot fields to standard or custom fields. Both Sales Cloud and Service Cloud objects are supported.
Sandbox connections are available so you can validate the mapping against test data before pointing it at production.
- Leads, Opportunities, and Cases supported
- Standard and custom field mapping
- Sandbox connection for validating before go-live
What you can do
- Create Leads, Opportunities, and Cases from conversations
- Attach transcripts and enriched fields to the record
- Honour your existing Salesforce assignment rules
- Map to custom objects and fields
- Validate in a sandbox before connecting production
Other crm connections
HubSpot
Qualified leads and enriched contact records created in HubSpot as the conversation happens, not after someone types them up.
Zoho CRM
A practical fit for Omani small and medium businesses already running Zoho, with leads created straight from the chat.
Pipedrive
Deals created in the right stage with the right owner, so your board reflects what was actually said in the chat.
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