Capturing leads on Salesforce streamlines the method of gathering and managing potential buyer info.
Automated lead seize options for Salesforce empower anybody to transform extra prospects into prospects, enhance communication, and finally drive development. This integration not solely boosts productiveness throughout gross sales groups but additionally fosters stronger buyer relationships.
Further advantages:
- Automate Lead Assortment: Seize leads from an AI chatbot with out handbook entry.
- Enhance Lead High quality: Collect important info upfront, permitting your gross sales workforce to prioritize and have interaction with high-quality leads.
- Improve Observe-Up Effectivity: Mechanically assign results in the correct gross sales reps primarily based on predefined standards, guaranteeing well timed follow-up.
By utilizing an AI chatbot for lead seize, you’ll be able to present a dynamic and interactive expertise for potential prospects. The Kore.ai XO platform permits for simple integration with any system—together with Salesforce.
Under is a information on get began.
Join a Kore.ai account
Step one is to join an account on the Kore.ai XO Platform.
As soon as signed in, choose ‘New App’ to start out your AI Chatbot construct
Start your new app challenge by deciding on Automation AI. When you’ve chosen, choose ‘Customized Setup’ and observe the prompts to construct your AI chatbot.
Navigate to {the marketplace} and add the Salesforce CRM integration
Beneath ‘By integration,’ search and choose Salesforce for the appropriate template. From there, you’ll be able to configure Salesforce, together with directions and authorization.
Authenticate and set up
After you add the Salesforce CRM integration, observe the step-by-step directions and proceed to ‘Authenticate and Set up.’ Beneath Customized Authorization, choose ‘Create New’ from the dropdown menu.
You’ll be instructed to pick out a New Authorization Mechanism. You should use the ‘oauth V2’ authorization sort for this integration.
Enter the Id Supplier Identify (Salesforce), Shopper ID, Secret Key, Authorization URL, Token Request URL, Scope, and Refresh Token URL.
Save your authorization with the blue button on the backside of your display.
Authorize your Salesforce integration
Observe the set up template
Progress by the guided steps to finalize your template integration.
Check your new AI chatbot integration
After the template set up, you’ll be delivered to the Dialog web page. Click on ‘Check’ within the higher right-hand nook of your show. You’ll be given the choice to pick out a Voice or Chat Dialog to check the flows.
For this instance, we’ll deal with Chat Dialog. As soon as chosen and your AI chatbot pops up, you’ll be able to ask it something about lead seize. You’ll be able to even merely sort, ‘Can I join with somebody from gross sales?’
The AI chatbot will accumulate lead seize info from the shopper conversationally.
Verify your integration is working
Whereas logged into Salesforce, you’ll be able to view the lead seize occasions created by Kore.ai. Be at liberty to run duties like qualify leads, nurture contacts, and monitor interactions, simply and effectively from a unified platform.