Salesforce with Call0The call becomes a Salesforce lead.
Instead of a callback note, your sales team gets a record: the agent creates prospects as leads and known contact persons as contacts.
Start without an account.
What your agent does during the call
Capture a lead
Name, company, email and phone go into the lead fields. What the caller needs is written into the description.
Capture a contact
For callers who are not new prospects, it creates a contact with the same master data.
How it sounds on the phone
- CallerWe’re looking for a new supplier of packaging film and would like a quote.
- Call0I’ll gladly take that down. Which company are you calling from?
- CallerNordpack Logistik in Bremen, my name is Schubert.
- Call0Thank you, Ms Schubert. What quantity do you need per month, roughly?
- CallerAround forty pallets.
- Call0Noted. I’ve passed your enquiry to sales with the company, the quantity and your callback number.
Lead in Salesforce · Requirement in the description
How to connect it
- Open the agent in the dashboard, choose “Integrations” and click Salesforce.
- Use “Connect” to sign in to your Salesforce org and allow access.
- With Agent0 you settle from what point someone is a lead and which questions the agent should ask first.
At the end of setup you choose which actions your agent may use.
What the integration does not do
- Opportunities, accounts and activities are not created during the call.
- There is no search in your existing data: the agent does not know whether the company is already a customer.
- The standard action does not know required fields your org has added. Creation then fails and the agent takes a callback instead.
Questions about Salesforce
Lead or contact: who decides?
You do, through the agent’s instructions. The usual split: new enquiries as leads, callers from existing customers as contacts.
Do our assignment rules in Salesforce apply?
The lead is created through the API. What happens next, such as assignment, notifications and flows, is governed by your Salesforce org as for any other new lead.
Can the agent fill custom fields?
The standard action knows name, company, email, phone and description. Everything else goes into the description as text.
Listen to your agent.
Enter your website and let it call you.