Salesforce integration
Website: http://www.salesforce.com
What is Salesforce?
An effective CRM solution that helps you manage your sales, tasks and follow-up activities. Lookup contact details while chatting with your customers.
How it works
LiveChat integration with Salesforce allows your sales & support teams to move relevant information gathered during the live chat sessions directly to Salesforce with just one click. Keep your sales & support teams up-to-date on any communication with new or existing customers via live chat.
Available options include:
- searching via fields entered in pre-chat survey
- creating new accounts/leads
- editing existing entries and updating it with chat history
Requirements
Currently LiveChat addon requires Salesforce Enterprise or Unlimited version. We are doing our best to support other Salesforce versions as well.