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How do I automatically create a lead in Salesforce?

  • 2 February 2022
  • 1 reply
  • 117 views
U

We have an after hours bot. I'd like to automatically create a lead record in Salesforce. Anyone know if this is possible?

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Best answer by Aparna 9 February 2022, 14:10

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A

Hey @user2263​ !

There are 2 ways that SFDC leads can be created automatically:

  1. Through operator using the lead qualification skill
  2. Through task creation - if the lead isn’t present we create one in SFDC

Here is a link to our docs

 

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