Create Chat Aid file for new Salesforce opportunity
Salesforce + Chat Aid Integration
Chat Aid + Salesforce Integration
Connect Chat Aid to Salesforce in 1 click
Free forever.Use premium features free for 14 days.1.
Field is updated on record in Salesforce- Record is created in Salesforce
- Record is updated in Salesforce
- Lead is created in Salesforce
- Lead is updated in Salesforce
- Opportunity is created in Salesforce
- Opportunity is updated in Salesforce
- Task is created in Salesforce
- Task is updated in Salesforce
- Contact is updated in Salesforce
- Contact is created in Salesforce
- Account is created in Salesforce
- Account is updated in Salesforce
- Outbound message is received in Salesforce Instant
- Case is created in Salesforce
- Case is updated in Salesforce
- Quote is created in Salesforce
- Quote is updated in Salesforce
2.
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Create Chat Aid file from new Salesforce record
Salesforce + Chat Aid Integration
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You Can Also Connect Chat Aid or Salesforce With 1400+ Other Apps
Chat Aid
Chat Aid is an AI-powered knowledge assistant that searches your company’s data to instantly answer questions across Slack, Teams, web, browser extension, chat widgets or API—surfacing source-backed results from your docs, apps and chat
Salesforce
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.
