Quick tip: Map your pre-chat survey fields to Salesforce

By in LiveChat Blog > Live chat best practices,

There’s an updated version of this guide available on our Knowledge Base.

If you have integrated your Salesforce or SugarCRM with LiveChat, you can easily map pre-chat survey fields to their CRM equivalents.

Setting fields mapping for Salesforce integration in LiveChat

When you create a new record (such as a Contact or an Opportunity), the mapped fields will be automatically saved in your Salesforce/SugarCRM.

To map your survey fields, just visit the Add-ons & Extras page in the control panel and manage your CRM integration.


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