Get Began Utilizing a Lead Seize Template with a Salesforce Integration

Capturing leads on Salesforce streamlines the method of gathering and managing potential buyer data.

Automated lead seize options for Salesforce empower anybody to transform extra prospects into clients, enhance communication, and finally drive development. This integration not solely boosts productiveness throughout gross sales groups but additionally fosters stronger buyer relationships.

Extra advantages:

• Automate Lead Assortment: Seize leads from an AI chatbot with out handbook entry.
• Enhance Lead High quality: Collect important data upfront, permitting your gross sales workforce to prioritize and interact with high-quality leads.
• Improve Comply with-Up Effectivity: Routinely assign results in the suitable gross sales reps primarily based on predefined standards, making certain well timed follow-up.

By utilizing an AI chatbot for lead seize, you’ll be able to present a dynamic and interactive expertise for potential clients. The Kore.ai XO platform permits for simple integration with any system—together with Salesforce.

Beneath is a information on the best way to get began.

Join a Kore.ai account

Step one is to join an account on the Kore.ai XO Platform. 

As soon as signed in, choose ‘New App’ to begin your AI Chatbot construct

Start your new app undertaking by choosing Automation AI. When you’ve chosen, choose ‘Customized Setup’ and observe the prompts to construct your AI chatbot.

Navigate to {the marketplace} and add the Salesforce CRM integration

Beneath ‘By integration,’ search and choose Salesforce for the acceptable template. From there, you’ll be able to configure Salesforce, together with directions and authorization. 

Authenticate and set up

After you add the Salesforce CRM integration, observe the step-by-step directions and proceed to ‘Authenticate and Set up.’ Beneath Customized Authorization, choose ‘Create New’ from the dropdown menu. 

You may be instructed to pick out a New Authorization Mechanism. You need to use the ‘oauth V2’ authorization kind for this integration. 

Enter the Id Supplier Identify (Salesforce), Shopper ID, Secret Key, Authorization URL, Token Request URL, Scope, and Refresh Token URL. 

Save your authorization with the blue button on the backside of your display. 

Authorize your Salesforce integration

Comply with the set up template

Progress by way of the guided steps to finalize your template integration.

Check your new AI chatbot integration

After the template set up, you’ll be delivered to the Dialog web page. Click on ‘Check’ within the higher right-hand nook of your show. You may be given the choice to pick out a Voice or Chat Dialog to check the flows.

For this instance, we’ll give attention to Chat Dialog. As soon as chosen and your AI chatbot pops up, you’ll be able to ask it something about lead seize. You may even merely kind, ‘Can I join with somebody from gross sales?’

The AI chatbot will gather lead seize data from the client conversationally. 

Affirm your integration is working

Whereas logged into Salesforce, you’ll be able to view the lead seize occasions created by Kore.ai. Be at liberty to run duties like qualify leads, nurture contacts, and observe interactions, simply and effectively from a unified platform. 

Get began with a Salesforce integration in minutes