LiveChat x Salesforce integration | LiveChat university
Mar 8, 2024
Unlock the full potential of customer engagement and sales efficiency with our latest LiveChat x Salesforce integration tutorial! Whether you’re a seasoned pro or new to either platform, this step-by-step guide is your roadmap to streamlining your sales and support workflow. Join us at LiveChat University as we dive deep into integrating LiveChat with Salesforce, transforming how you capture, store, and utilize customer data directly from your chats.
In this tutorial, we’ll cover:
– Setting up the integration: Quick and easy steps for Admins and Owners to integrate Salesforce with LiveChat, enabling a unified platform for your agents.
– Adding Objects to Salesforce: Learn how to directly add leads, contacts, and custom objects from LiveChat to Salesforce, ensuring all customer interactions are captured and utilized effectively.
– Effortless Data Management: Discover how to automatically attach chat transcripts and other vital customer information to Salesforce records, enhancing lead and contact management.
– Maximizing Efficiency: Tips on using dynamic, static, auto-match, and AI extraction entry types to streamline data entry and improve accuracy.
Timestamps:
00:00 Introduction
01:12 Setting up the integration
02:36 HIPPA Compliant
02:58 Adding Objects to Salesforce
12:08 Adding a new object and Editing your Object information in the Chat view
13:15 How to attach the transcript directly to an object
14:57 How to manage access
15:25 How to disconnect your Salesforce account from LiveChat
15:37 Outro
Unlock the full potential of customer engagement and sales efficiency with our latest LiveChat x Salesforce integration tutorial! Whether you’re a seasoned pro or new to either platform, this step-by-step guide is your roadmap to streamlining your sales and support workflow. Join us at LiveChat University as we dive deep into integrating LiveChat with Salesforce, transforming how you capture, store, and utilize customer data directly from your chats.
In this tutorial, we’ll cover:
– Setting up the integration: Quick and easy steps for Admins and Owners to integrate Salesforce with LiveChat, enabling a unified platform for your agents.
– Adding Objects to Salesforce: Learn how to directly add leads, contacts, and custom objects from LiveChat to Salesforce, ensuring all customer interactions are captured and utilized effectively.
– Effortless Data Management: Discover how to automatically attach chat transcripts and other vital customer information to Salesforce records, enhancing lead and contact management.
– Maximizing Efficiency: Tips on using dynamic, static, auto-match, and AI extraction entry types to streamline data entry and improve accuracy.
Timestamps:
00:00 Introduction
01:12 Setting up the integration
02:36 HIPPA Compliant
02:58 Adding Objects to Salesforce
12:08 Adding a new object and Editing your Object information in the Chat view
13:15 How to attach the transcript directly to an object
14:57 How to manage access
15:25 How to disconnect your Salesforce account from LiveChat
15:37 Outro
