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.
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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