With the Olark and Salesforce integration, your teams will have added context from every live chat conversation. This qualitative data will help your business close more sales, provide better service, and ensure that every customer interaction is actionable. Simply switch the Salesforce integration on and you can automatically or manually send chats to your CRM and qualify them as sales leads.
How it works
Step 1
During any Olark chat as an agent, type !salesforce and hit enter.
Step 2
We’ll create a case or lead in Salesforce with your chat attached. Voila!
Integration setup
Here's a how-to guide for connecting Olark and Salesforce.
If your small business needs a simple, powerful website chat widget, then Olark is right for you. It only takes minutes to add our intuitive live chat software to your website. Once installed, Olark makes it easy to talk more customers on your website in a human way, which has been shown to increase sales, increase average purchase size, and improve customer satisfaction.
The Customer Success Platform to Grow Your Business
More companies rely on Salesforce than any other CRM to build meaningful and fruitful relationships, and connect with their customers across sales, customer service, marketing, communities, apps, analytics, and more. Sell, service, and market smarter with the world’s #1 CRM platform.
