An API integration, scoped with you
Every Salesforce instance is different: custom objects, assignment rules, admissions processes. We define with your administrator what Skolbot creates, and where.
Salesforce integration
AI admissions agents connected to Salesforce
Skolbot connects to Salesforce through its API to create the leads its agents qualify.
The integration is built to measure: objects, fields and assignment rules are defined with your Salesforce team for each project, then tested before going live.
What the integration can send
You choose the fields. Spam and non-admissions requests never get there.
- First name, last name, email and phone
- Programme and campus of interest
- Marketing consent and lead source
- Any other field your school needs
- Lead scoring (cold, warm, hot), built with you
- Conversation brief for your admissions team
The steps
The project follows four steps, approved with your team.
- Scoping objects and fields with your administrator
- Setting up the API connection
- Testing before go-live
- Go-live
Frequently asked questions
Does Skolbot offer an off-the-shelf Salesforce connector?
No. The integration goes through the Salesforce API, with a scope defined for each project.
Who builds the integration?
The Skolbot team, with your Salesforce administrator, who approves the objects and access.
What data is sent?
The fields you choose, for example first name, last name, email, phone, programme and campus of interest, consent. Plus two fields created with you: the lead scoring and the conversation brief.
Let’s look at your admissions journey.
30 minutes on your programmes, your channels and your CRM.
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