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Salesforce is an enterprise CRM platform. Connected to WPOS, it lets the agent push leads and contacts from a site into Salesforce, create records, and manage tasks, all from the chat beside your site’s live preview. Category: CRM and sales Actions available: 213+

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What you can do

  • Create contacts and leads
  • Clone existing records
  • Complete and manage tasks
  • Keep site form submissions in sync with the CRM

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Example requests

Once Salesforce is connected, ask in the Command Center: 
Send new contact form submissions to Salesforce as leads.
Create a Salesforce task to follow up with this week’s leads.

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Connect it

Salesforce connects from your account in one step. See Connectors for the connect flow (a one-click sign-in or an API key), then ask the agent to use it.