Help Center

Salesforce Integration

Salesforce is a cloud-based Customer Relationship Management (CRM) platform that enables businesses to manage customer data, sales operations, etc.

Connect WeConnect.Chat with Salesforce

  1. Go to your WeConnect.Chat dashboard and select your bot. Then click on the builder, and go to Settings->Integrations
  2. Click on Connect button.
  3. Click on Connect button.
  4. You will get this pop-up asking for permission. Click on Allow. The pop-up will redirect to the same page.
  5. Click on Configure button
  6. Enable the Push Created Lead to CRM toggle and click on Configure button
  7. To configure Field mapping, click on gear icon
  8. You can Add Field as per your requirement.

  9. Select column and its variable from the dropdown. After adding fields click on Back to flow link on top left corner. Field mapping will get saved automatically
  10. To configure data source, click on gear

  11. Select the source whichever you want

  12. Keep the lookup as it is.

Test the Integration

  1. Go to Conversation of the selected chat interface
  2. Start lead-related components like Email, Number, Open Question, etc. And make sure you have enabled the Contacts checkbox and the tag is selected and click the Save button.
  3. Have a complete interaction with your chat interface.
  4. Check your salesforce Contacts or Leads section. You should see the data.

Disconnect the Integration

  1. Just click on the Disconnect button and your integration will get disconnected.

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