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Streamline CRM Updates with Cliengo & Salesforce Automation with Make.com, N8N and Zapier

Your No-code and AI Automation Partner

Automate CRM Updates with Cliengo & Salesforce

Enhance your CRM system by automating the flow of chat data from Cliengo to Salesforce. Ensure accurate and timely customer information updates, boosting engagement and conversion rates.

When a Chat Event Occurs

1. Monitor Chat Events in Cliengo

Detect new chat interactions with visitors.

Extract Contact Details

2. Extract Visitor's Contact Information

Gather contact details and chat transcript.

Search or Create a Contact

3. Manage Contacts in Salesforce

Find or create a contact record.

Update Contact Details

4. Update Salesforce Contact Information

Ensure contact info is current and accurate.

Log Chat Summary

5. Record Chat Details in Salesforce

Add a note with chat summary for reference.

- Repeat -

Automation Benefits

Key Benefits

Discover the advantages of integrating Cliengo with Salesforce through automation.

Boost Productivity

Save time by automating manual data entries.

Improve Accuracy

Reduce human errors with automated updates.

Strengthen Customer Relationships

Ensure timely follow-ups with updated CRM data.

Enhance Sales Insights

Gain deeper insights with comprehensive chat logs.

Streamline Sales Processes

Optimize your sales workflow with seamless integration.

Drive Revenue Growth

Improve conversion rates with timely customer engagement.

Features

Automation Features

Explore the key features that make this integration powerful and efficient.

1
Real-time Data Sync
Instantly update CRM with new chat interactions.
2
Error-Free CRM Entries
Eliminate manual errors in data entry.
3
Seamless CRM Integration
Connect Cliengo with Salesforce effortlessly.

Outcomes

Expected Outcomes

See the transformative impact this automation can have on your business.

50%

Increased Follow-up Efficiency

30%

Enhanced Customer Engagement

25%

Higher Conversion Rates

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FAQ

Frequently Asked Questions

Get answers to common questions about this automation.

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Pricing Plans

Our pricing plans

Choose a plan that's suitable for your needs.

One-Time

One-time Fee

Pay once for build out.

Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly

Build Fee + Maintenance Fee

from 300$/month

Pay for build + lower recurring maintenance fee.

Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required

Recurring

from $600/month

Use our pre-built solution with no changes.

Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required

Ready to Move Forward?
Join the automation strategy call

You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.