Feature description

Use an Architect flow action to send journey context data to third-party systems using a special type of Architect workflow. For example, you can send information about campaign contacts to Salesforce or another CRM.

Architect flow

 

For more information about using Architect flow actions in a secure and compliant manner, see About security and compliance.

Process overview

Architect process overview

  1. Prepare a Genesys Cloud CX integration and prepare the Genesys Cloud CX data actions.
  2. In Genesys Cloud CX Architect, configure a workflow.
  3. In Genesys Predictive Engagement, create an action map that uses an Architect flow action.
  4. Monitor your Architect flow action with a report.

 

For specific integrations, see Salesforce Lead Creation and Campaign Attribution integration.