Profile links from Bot Help — as new contacts in Salesforce

The scenario reads messages in Bot Help, pulls profile links out of them and adds those people as contacts in Salesforce.

  • Profiles from the chat become contacts on their own
  • Nothing to copy into the CRM by hand
  • Only fitting links go into work
  • Leads from the chat don't get lost
Set it upScriptera

How it works

To create Salesforce records from Bot Help without manual input, use a ready-made scenario.

  1. Starts when: Schedule
  2. Then: Slack
  3. Then: Set
  4. Check: If
  5. If yes: Pipedrive

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

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