Can we write to objects other than Lead?

Yes, if your Salesforce API allows it, the flow can write to, for example, Contact or Case.

What happens if Salesforce doesn't respond?

You decide in the flow what the agent should do – for example, save the details and hand over to a human.

CRM and sales

The connection registers leads in Salesforce with the information the AI agent has collected.

ZyndraAI sends the leads captured in the chat to Salesforce, along with the information the agent gathered during the conversation.

Approve the connection with an account that has permission to create and update leads.

Decide which variables from the conversation should go into which Salesforce fields.

Run a test case, check the record in Salesforce and activate the flow for real.

Can we write to objects other than Lead?: Yes, if your Salesforce API allows it, the flow can write to, for example, Contact or Case.
What happens if Salesforce doesn't respond?: You decide in the flow what the agent should do – for example, save the details and hand over to a human.

Create leads in HubSpot directly from the chat and map the fields to variables collected during the conversation.

Create a new row in your spreadsheet every time the chat captures a lead. Simple, and often entirely sufficient.

Fetch data dynamically from your Airtable base in the middle of an ongoing conversation.

30 minutes. We start from your most common customer questions and show how the AI answers them – with your data and your tone of voice.

14-day free trial – get started right away.