Salesforce Integration

Explore the Salesforce integration with Landbot for streamlined sales processes. Create, update, and retrieve records from your chatbots.

In this video, we are exploring the Salesforce integration of Landbot. This integration allows you to connect your Salesforce account with your chatbot and perform various actions like creating new leads, updating contact data, and retrieving records. This integration is compatible with channels like WhatsApp, Facebook Messenger, and Web chatbots. To get started, you need to log in to your Salesforce account from the Landbot builder.

Once the account is linked, you can perform the following three events: Create a record Update a record and Get a record. The Create event allows you to create new accounts, contacts, leads, and opportunities directly from the chatbot. You can add values to the required fields either as a variable or plain text. The Update event lets you update existing records in Salesforce by finding the record you want to update and selecting the field you want to update. The Get a record event allows you to retrieve information from Salesforce and use it in your chatbot. This is done by selecting a field and its respective value to find the record you are looking for.

In conclusion, the Salesforce integration in Landbot is a powerful tool that can help you streamline your sales process. With its ease of use and compatibility with various channels, it's a must-try for anyone using Salesforce and automating it's sales process.

0:00 Intro

0:20 Salesforce setup

0:40 Create a record action

1:20 Update a record action

1:49 Get a record action

Key takeaways

  • Set up the Salesforce integration in Landbot
  • Send, Update and get data directly from Salesforce
  • Set up the Salesforce integration in Landbot
Send, Update and get data directly from Salesforce