Your No-code and AI Automation PartnerAutomate 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.
Detect new chat interactions with visitors.
Gather contact details and chat transcript.
Find or create a contact record.
Ensure contact info is current and accurate.
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.
- 1Real-time Data Sync
Instantly update CRM with new chat interactions.
- 2Error-Free CRM Entries
Eliminate manual errors in data entry.
- 3Seamless CRM Integration
Connect Cliengo with Salesforce effortlessly.
Outcomes
Expected Outcomes
See the transformative impact this automation can have on your business.
50%
30%
25%
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Frequently Asked Questions
Get answers to common questions about this automation.
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Pricing Plans
Our pricing plans
Choose a plan that is suitable for your needs.
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
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
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.