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 the operator or the bot begin a 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.

 

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

 

 

Benefits of Salesforce & Live Chat Integration:

 

  • Get a thorough understanding of your customers

  • Identify Upsell and cross-sell Opportunities

  • Central Repository to Track Journey

 

This article covers:

 

1. Integrating ProProfs Bot with Salesforce

2. Integrating ProProfs Chat with Salesforce

 

To integrate ProProfs Bot with Salesforce:

 

1. Add a new interaction panel while setting up the bot based on your conversation workflow. Select Salesforce from the slider menu.

 

Select Salesforce for Integrating with Bot

 

Important: To ensure seamless integration with Salesforce, you can use the "Save Visitor Response" feature in the bot setup. Use the feature to save visitor's responses before adding the Salesforce interaction panel.

Enable "Save visitor's response" in the interaction panel

 

2. Finish configuring the bot interaction to complete the bot setup. Click Manage. You will be redirected to the Integrations page.

 

Click Manage to set up integration

 

3. Activate Salesforce integration using the toggle button. You will be redirected to the Salesforce login page.

 

Activate Salesforce integration

 

4. Login to your Salesforce account.

 

Salesforce login page

 

5. Allow permission to finish integration. You will be redirected back to ProProfs Chat.

 

Allow Permission

 

 

Integrate ProProfs Chat with Salesforce CRM

 

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

 

Go to Settings

 

2. Under Settings,

  • Click Integrations in the sidebar.

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

 

Activate the Salesforce CRM integration

 

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 into your Salesforce account

 

4. Allow permission to finish the integration setup. 

 

Allow access

 

 

 

Post Integration View

 

1. After successful login, go to Contacts in the top navbar.

 

Go to Contacts

 

Whenever a lead is generated via Bot interaction or chat support, 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.

 

 

Related Articles:

 
Was this information helpful?
© 2005 - 2023 ProProfs
-
add chat to your website