New messages in Salesforce — Forms in Cockpit

The scenario catches new messages in Salesforce and creates forms in Cockpit. Runs on its own, no manual copying.

  • Client answers from Salesforce land in the form in Cockpit on their own.
  • Data from chat gets collected instead of getting lost in the thread.
  • You don't move answers from messages into the form by hand.
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How it works

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

  1. Starts when: Salesforce
  2. Then: Vk Lead Forms

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

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