Help Center
Home > Help Center > Integrations > Salesforce-integration
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
- Go to your WeConnect.Chat dashboard and select your bot. Then click on the builder, and go to Settings->Integrations
- Click on More Apps, and you will see the list of Integrations.
- Click on Connect button.
- Click on Connect button.
- You will get this pop-up asking for permission. Click on Allow. The pop-up will redirect to the same page.
- Click on Configure button
- Enable the Push Created Lead to CRM toggle and click on Configure button
- Skip the 1st step and click on Next: Create Contact.
- In 2nd step, click on the change button and select your data source.
In the Field Mapping tab, add fields and their values as per your requirement and Click Save & Close.
Test the Integration
- Go to Conversation of the selected chat interface
- Start lead-related components like Email, Number, Open Question, etc. And make sure you have enabled the Leads checkbox and the tag is selected and click the Save button.
- Have a complete interaction with your chat interface.
- Check your salesforce Contacts section. You should see the data.
Disconnect the Integration
- Just click on the Disconnect button and your integration will get disconnected.