Salesforce

Get website chatbot leads into Salesforce.

BusinessLyft doesn’t have a built-in Salesforce connector. There are two dependable routes: a webhook action through Zapier or Make that creates the lead during the chat, or a CSV export of your scored leads.

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Two ways in

Pick the route that fits how you work.

During the chat: a webhook action sends the visitor’s details and what they asked for to Zapier or Make, which creates the Salesforce lead. Best for quote and call-back requests you want to act on fast.

In bulk: export the Lead manager to CSV, with each lead’s score, intent, summary, contact details, country and source page, then import it into Salesforce.

Either way, the qualification happens in the chat, so your reps see the context as well as an email address.

  • Webhook through Zapier or Make
  • Or CSV export and import
  • Hot, Warm or Cold score included
  • A one-line summary per lead
Setup

Connect it to Salesforce in 4 steps

What your webhook receives. The data object holds the inputs you defined on the action.

  1. 1

    In Zapier or Make, start with a webhook trigger, and copy its URL.

  2. 2

    In BusinessLyft, open your assistant → Actions → New action → Webhook (or start from the “Send a lead to my CRM” template) and paste the URL.

  3. 3

    Describe when the assistant should use it, for example “Use when the visitor asks for a quote or a call back”, and add the inputs it must collect first, such as service, budget and timeline.

  4. 4

    Add a Salesforce “create record” step for a Lead, and map the email, name and the fields your action collected. Run the action’s Test tab to check it.

POST to your Zapier or Make webhook 
{
  "id": "dlv_7f3c…",
  "event": "action.Send lead to CRM",
  "action": "Send lead to CRM",
  "data": { "service": "Website rebuild", "budget": 8000, "launch": "March" },
  "conversation": { "id": "c_91a…", "channel": "widget", "title": "Shopify rebuild quote" },
  "visitor": { "id": "v_42d…", "name": "Priya Shah", "email": "priya@example.com" },
  "bot": { "id": "b_18e…", "name": "Brightline Studio" },
  "sentAt": "2026-10-29T10:12:04.000Z"
}

Good to know before you start

  • Add custom lead fields

    Create Salesforce fields for the score and summary, so reps can filter and read them on the lead record.

  • Check your Salesforce edition

    Connecting through Zapier or Make depends on your edition’s API access. Check this with your Salesforce admin first.

  • Watch for duplicates

    Turn on Salesforce’s duplicate rules for leads, so repeat visitors don’t create extra records.

The features behind it

What it does once it’s live

The features that matter most on Salesforce.

FAQ

Questions, answered

Setup, plans and what to expect on Salesforce.

No. BusinessLyft has no built-in CRM connectors. Send leads through Zapier or Make with a webhook action, or import a CSV export.

Keep exploring

Other connections

Send what the assistant collects wherever your team works.

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