New leads in Salesforce — Updating conversations in Max

The scenario catches new leads in Salesforce and updates conversations in Max. Runs on its own, no manual copying.

  • New contacts from Salesforce show up in Max on their own
  • Chats and channels keep pace with your client base
  • No manual list edits in the messenger
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How it works

To pass leads from Salesforce to Max automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Lone Scale
  2. Then: Max

You can launch this Salesforce + Max integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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