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 More Apps, and you will see the list of Integrations.
3. Click on Connect button.
4. Click on Connect button.
5. You will get this pop-up asking for permission. Click on Allow. The pop-up will redirect to the same page.
6. Click on Configure button
7. Enable the Push Created Lead to CRM toggle and click on Configure button
8. Skip the 1^st step and click on Next: Create Contact.
9. In 2nd step, click on the change button and select your data source.

10. In the Field Mapping tab, add fields and their values as per your requirement and Click Save & Close.

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 Leads 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 section. You should see the data.

Disconnect the Integration

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