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What it's about
The Integration between WitiOp and Salesforce enables the two software to talk to each other.
More specifically, it allows the mechanism by which a Case is opened in Salesforce, the moment a conversation is closed in WitiOp.
It works as a trigger: when the condition occurs, an action is performed.
CONDITION | ACTION |
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When the Agent closes (and eventually profiles) a Witiop conversation with a customer: | Then, a Salesforce a Case is automatically created in the Salesforce tab: |
How it works
Where does data come from? As the Integration executes, the the WitiOp data are communicated to Salesforce.
We'll explore the info uploaded on the Salesforce .
Case coming from WitiOp.
SALESFORCE
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WITIOP
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