Salesforce offers customer relationship management (CRM) software & cloud computing from the leader in CRM solutions for businesses large & small, right in your browser.
In order to use the Salesforce integration, you need to be using either their Enterprise, Unlimited or Developer edition.
You can automatically create leads in Salesforce CRM straight from your Olark chat box, simply by using the
!lead command while chatting to a visitor. Here's how:
- Visit your Salesforce integration page.
- Click Connect to be taken to your secure Salesforce log in page.
- Once you are connected, click Send a Test to CRM to check whether your CRM is working correctly with Olark.
- You can then view your test case in Salesforce.
- When a visitor comes to your site they can fill in their contact information using the Olark pre-chat survey.
- Finally, go to your Salesforce page to view the newly generated lead.