How to Integrate Salesforce CRM With ProProfs Live Chat 

 

Integrating ProProfs Live Chat with Salesforce CRM empowers the sales and support teams to transfer the relevant information collected during the live chat sessions directly to the Salesforce CRM. Also, it automatically creates new leads and contacts as soon as you begin a live chat.

 

With this integration, Chat transcripts and other details are added to the Salesforce database for future reference.

 

ProProfs Live Chat and Salesforce integration facilitate enhanced customer interaction, support functions, and real-time analysis.

 

Benefits of Salesforce & Live Chat Integration:

 

  • Get a thorough understanding of your customers

  • Identify Upsell & Cross-Sell Opportunities

  • Central Repository to Track Journey

 

Watch this quick video guide to get an overview of the ProProfs Live Chat & SalesForce CRM integration.

 

 

How to Integrate Salesforce CRM With ProProfs Live Chat

Step 1: In your ProProfs Chat account, go to Settings.

 

Go to Settings

 

Step 2: Under Settings,

  • Click Integrations in the sidebar.

  • Navigate to Salesforce under the CRM tab and activate the integration using the toggle button.

 

Enable SalesForce CRM Integration

 

Step 3: You will be redirected to log in to your Salesforce account. Enter your Username and Password to log in.

 

NOTE: Before integrating Salesforce with Proprofs Live Chat, create a chat transcript field and generate a security token in your Salesforce account to set up the integration.

 

Log in to your Salesforce account

 

Step 4: After successful login, go to Leads in the navbar.

 

Go to Leads

 

As soon as a lead is generated, the user details will be available like this:

 

Check User Details

 

So, your ProProfs Live Chat account is successfully integrated with Salesforce CRM.

 

That is all about integrating Salesforce CRM With ProProfs Live Chat.

 

 

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