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CloudCX's integration with Salesforce enables seamless access to customer information within the CloudCX Agent Console and facilitates the convenient synchronization of data from CloudCX to Salesforce. This integration ensures a uniform customer information management experience and enhances agent productivity. |
This platform offers two methods for a Tenant to connect to Salesforce:
Connect to Salesforce through the default CRM application configured by the provider.
Connect to Salesforce using the Tenant's own CRM application. For further information, please refer to the details provided
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Connect to Salesforce CRM
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Manually Create Lead/Contact/Case/Task in Web Chat/Inbox
If you don’t want to create Lead/Contact/Case/Task automatically, you can create them manually in prefer not to automatically generate Lead, Contact, Case, or Task entries, you have the option to create them manually within your CloudCX Agent Console. Manually click on Simply select the desired action you want to perform, and the corresponding relevant data will be recorded logged in your Salesforce account.
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