Olark Help Center

Salesforce Integration Tutorial

Last Updated: Feb 24, 2012 04:25PM PST

Using Olark with Salesforce

Start pumping leads from your website straight into Salesforce.

  1. Visit our Salesforce integration page Account Add
  2. Click connect to be taken to Salesforce to log in securely. Account Add
  3. Once you are connected, click "Send a Test to CRM" to make sure things are working. Account Add
  4. You can then view your test case in Salesforce. Account Add
  5. When a visitor comes to your site they can fill in their contact information

      Account Add

  6. While chatting with them you can type "!lead" to create a lead based on their information
    Account Add
  7. Then you can view that information in Salesforce: Account Add