INTEGRATION
CHATBOT LEADS IN SALESFORCE AUTOMATICALLY
Every chatbot conversation that captures a lead creates or updates a Salesforce record. Your CRM stays current without manual data entry.
Push chatbot leads to Salesforce →SETUP IN 3 STEPS
STEP 01
Connect Salesforce
Authorize AskMeEvo to access your Salesforce org. Supports both Salesforce Classic and Lightning.
STEP 02
Map your objects
Choose whether chatbot leads create Leads, Contacts, or Opportunities. Map fields to your custom Salesforce objects.
STEP 03
Automate your pipeline
Every qualified chatbot lead flows into Salesforce. Trigger assignment rules, workflows, and follow-up tasks.
KEY FEATURES
Lead and contact sync
Chatbot leads automatically create Salesforce Lead or Contact records with all captured information.
Opportunity creation
When the chatbot qualifies a high-intent lead, automatically create a Salesforce Opportunity with estimated value.
Activity logging
Conversation transcripts are logged as Salesforce Activities on the related Lead or Contact record.
Custom field mapping
Map any chatbot data to standard or custom Salesforce fields. Works with text, picklist, date, and lookup fields.
Duplicate prevention
The integration checks for existing records by email before creating new ones. Duplicates are merged automatically.
FLAT PRICING · SOURCE CITATIONS · 20 MINUTE SETUP
Push chatbot leads to Salesforce
Start for free →Free plan. No credit card. Cancel anytime.