Generate Salesforce Leads via LiveChat

Make it simple for your live chat team to convert people into Salesforce Leads so your sales team can close more deals.

About this template

Live chat is a great way for your team to identify qualified leads. But more often than not the hand over to sales results in a conversion rate that is lower than it could be. This journey makes it easy for your live chat team to convert leads from live chat into Salesforce Leads simply by tagging them. This immediately notifies your team on Slack , creates a lead in Salesforce and assigns it randomly to a member of your team. This ensures a smooth transition from chat to sales and will help you to increase your conversion rate. For even better results, try adding a follow up message (for example, a personalized email) and targeting the lead on Facebook or Google Ads using Autopilot's built-in integrations.
Tags: Customer Acquisition, Customer Retention, Software as a Service (SaaS), B2B Marketing, Lead Generation, Lead Nurturing, and Salesforce Marketing Automation
Integrations: Slack, LiveChat, Salesforce

About Autopilot

Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $49/month.

Shapes used in this journey


LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.


Send Slack Message
Send a contextual Slack message to a Slack channel.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.

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