Salesforce Lead Assistant

The bot creates leads in the Salesforce platform as per user requirements

Top Benefits

  • Automatic lead creation in Salesforce
Product video fallback

Tasks

  • The bot automatically logs in to Salesforce CRM
  • It automatically creates new leads and enters the leads details into Salesforce
  • Bot prompts user for converting leads to accounts, contacts, and opportunities
The bot logs in to the Salesforce account and creates new leads. The bot iterates through the input Excel sheet and populates lead details one by one. The bot prompts users for converting leads to accounts, contacts, and opportunities. As per the user, the input bot performs the necessary operation.

See the Bot in Action

Setup process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Input Excel sheet with requisite details

Customer Reviews

0.0(0 reviews)

No reviews yet.