Chatbots are commonly used for user engagement with potential prospects and integrate with the customer CRMs to update the collected user information in the integrated CRM.

Engati further provides standard out-of-box integration with the most popular Cloud CRM solution, Salesforce. This integration provides capabilities for recording Leads, Service tickets, and Inquiry Functions.

Note: Salesforce direct integration is supported only for the following editions.

Direct integration of the following editions is not supported at present by Salesforce.

Salesforce Integration can be set up in the Integrations> Cloud Integrations workflow of Engati. This is available to our customers on the Business (or higher) plans.

Once the integration with the Salesforce account is completed, it can then be accessed in Builder>Path of choice. Click on ‘Add Node’ and select Salesforce under Integration nodes

1. Login to your Engati account and go to the “Integrations” tab.

2. Click on the ‘connect’ button and enter a name for your account. Then click on ‘Authorize’. Login to your Salesforce account and allow the permissions on the page that opens up upon authorizing. Once done you will be redirected to the Engati portal and the integration will reflect on the platform.

2. You can also Authorize a new account here or use a previously authorized account.

2. Once you select the action it populates various rows that are required to complete the actions, assign different attributes for each row with respect to what information is required.

3. Once you have done with assigning the attributes to save the node and your Integration is ready.