In this guide, we’ll walk through the details on how Qualified interacts with the Salesforce Lead object and how those Leads are assigned in Salesforce.
Qualified acts as a first contact point for your prospects while visiting your website. For some visitors, we’ll know who the visitor is based on marketing cookies, previous visits, and information they enter into the Qualified chat bot. Once we have an idea of who the visitor is, we’ll check your Salesforce instance for any existing records. If an existing Contact or Lead matches that information, we’ll surface it in Qualified to give a full 360 view of that visitor for your team.
In other cases, visitors will not have existing records in your Salesforce instance. While they interact with Qualified, our chat bot or your team members will collect their information and add it to the visitor's profile in Qualified. That information can then be passed into Salesforce where a new Lead will be created. There are two ways a Lead can be created by Qualified:
Qualified uses the individual Salesforce connection to assign Leads to the correct sales rep after an interaction. You’ll want to ensure all Qualified users set up their individual Salesforce connections when they build their user profiles in Qualified. If a user does not have a Salesforce connection, we’ll automatically assign the new Lead to the team user connection.
When creating Leads in Salesforce from Qualified, the Lead assignment is based on how that visitor interacted with Qualified and your team. Leads created via Qualified do not utilize your Salesforce Lead Assignment rules.
Leads can be created and updated directly from Qualified by either your reps or automatically from an Experience. Leads will automatically be assigned to the rep they interacted with or who they booked a meeting with, otherwise the Lead will be assigned to the Salesforce user used in the Team connection. If needed, you can utilize the Owner ID field to assign an alternate Lead owner.