https://www.olark.com/categories/integrations/ Recent content in Integrations on Olark Hugo -- gohugo.io en-us Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/activecampaign/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/activecampaign/ **NOTE: This help article is intended for customers on our self-serve level of service. If you are an Olark Pro customer, your integration likely will work differently. Please reach out to pro@olark.com for help with setting up your integration. ** With the Olark and ActiveCampaign integration, you can add new contacts or update existing contacts in ActiveCampaign with new Olark chat messages and transcripts. This integration requires a Zapier account. https://www.olark.com/help/activedemand/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/activedemand/ This integration makes it easy to connect your Olark chat contacts and transcripts to ActiveDEMAND for your marketing automation. With a few quick steps outlined below, you’ll be able to connect your Olark and ActiveDEMAND accounts and provide a streamlined experience for your site visitors. Make sure you have both the ActiveDEMAND and Olark scripts on your site. Log in and copy your Olark embed code. ActiveDEMAND will automatically detect Olark and scrape all conversations to insert them into the timeline. https://www.olark.com/help/custom-salesforce/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/custom-salesforce/ **NOTE: This help article is intended for customers on our self-serve level of service. If you are an Olark Pro customer, your integration likely will work differently. Please reach out to pro@olark.com for help with setting up your integration. ** Advanced Custom Field Mapping Sometimes you’d like to capture some data in a pre-chat or offline survey field and push that data to a specific field in SalesForce. Here’s how to make that happen. https://www.olark.com/help/calendly/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/calendly/ Find your permanent link in Calendly by pressing Account on the right-side of the top ribbon bar on your Calendly dashboard. After pressing Account, select the menu option Share Your Link. Copy your link as your final step within Calendly. Go to Dashboard > Settings > Shortcuts in Olark. Note: Free accounts are unable to use the Shortcuts feature. Press the New Shortcut button. Name the shortcut ‘calendly’ or even use an abbreviation like ‘cal’! https://www.olark.com/help/google-analytics-conversion/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/google-analytics-conversion/ If you’re using Olark for sales, then you’ll want to know if it’s actually worth the money you’re paying for it. In other words, does Olark live chat help convert more visitors and increase your revenue? And which of your chat agents are closing the most sales through Olark live chat? Does Olark help increase conversions? With Olark’s Google Analytics integration, you can measure this by creating a segment (aka subset) of your visitors who have chatted via Olark, and then seeing how they convert compared to your non-chatting visitors. https://www.olark.com/help/custom-integrations/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/custom-integrations/ **NOTE: This help article is intended for customers on our self-serve level of service. If you are an Olark Pro customer, your integration likely will work differently. Please reach out to pro@olark.com for help with setting up your integration. ** Out of the box, Olark offers many ways to integrate with other services. From CRMs and HelpDesks to Analytics Services and Shopping Carts. If you are looking for an integration that matches your specific need, you can use one of our two custom integration strategies: https://www.olark.com/help/freshdesk/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/freshdesk/ **NOTE: This help article is intended for customers on our self-serve level of service. If you are an Olark Pro customer, your integration likely will work differently. Please reach out to pro@olark.com for help with setting up your integration. ** You can link Olark with your Freshdesk CRM software. All you need to do is follow this quick guide to have your chat transcripts and offline messages sent to Freshdesk. https://www.olark.com/help/front/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/front/ **NOTE: This help article is intended for customers on our self-serve level of service. If you are an Olark Pro customer, your integration likely will work differently. Please reach out to pro@olark.com for help with setting up your integration. ** In order to connect Olark and Front, you must first have an Olark account and a Front account. If you don’t already have an account with Olark, sign up here. https://www.olark.com/help/google_analytics/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/google_analytics/ This article was updated to reflect the newest version of Google Analytics, GA4, in June, 2023. Information that pertains to the sunset Universal Analytics is marked as such below. NOTE: If you use Google Tag Manager to load your gtag, follow the instructions in our GTM for GA4 article instead. Olark’s Google Analytics integration provides its users with: More visitor insights Conversion tracking for chatting visitors And much more! https://www.olark.com/help/meet/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/meet/ You will need a permanent Meet link for this integration. Google Meet doesn’t promote permanent Meet links, but there is a workaround. Open Google Calendar and create a recurring event with no end date. Select the “Add Google Meet videoconferencing” button to generate a link. You can put it in its own sub-calendar, so you can hide it if you prefer. The link created from the above action will only persist as long as the event continues in your calendar. https://www.olark.com/help/greenrope/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/greenrope/ **NOTE: This help article is intended for customers on our self-serve level of service. If you are an Olark Pro customer, your integration likely will work differently. Please reach out to pro@olark.com for help with setting up your integration. ** Follow these steps to integrate the GreenRope CRM with Olark. Doing so will forward transcript and visitor info to your GreenRope CRM system. Log into your GreenRope account. https://www.olark.com/help/happyfox/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/happyfox/ HappyFox helps you manage all incoming customer support requests by converting them into easy to act on tickets. Follow these steps for integration into Olark. Create your our own workflows, set service goals and learn from useful metrics. With live chat integration becoming a primary customer support channel, the HappyFox and Olark integration lets you improve customer intelligence by converting chat conversations into meaningful, actionable tickets. Requirement: A HappyFox account. If you do not have one, create a HappyFox account here. https://www.olark.com/help/helpscout/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/helpscout/ **NOTE: This help article is intended for customers on our self-serve level of service. If you are an Olark Pro customer, your integration likely will work differently. Please reach out to pro@olark.com for help with setting up your integration. ** Help Scout is a Help Desk that can be connected to Olark to help access all of your transcripts, offline messages, and customer data. Follow these steps to connect Olark and Help Scout to begin sending chat transcripts and offline messages to your Help Desk software. https://www.olark.com/help/hubspot/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/hubspot/ **NOTE: This help article is intended for customers on our self-serve level of service. If you are an Olark Pro customer, your integration likely will work differently. Please reach out to pro@olark.com for help with setting up your integration. ** There are two different ways to integrate Olark and HubSpot: You can put Olark’s chatbox on your HubSpot-hosted website, or send Olark chat transcript info to HubSpot’s contacts on their timeline. https://www.olark.com/help/mailchimp/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/mailchimp/ Your email list is the most important marketing tool to spread the word, make sales, and grow your business. Send your Olark chat participants to a designated mailchimp list using our Olark to mailchimp integration. In order to connect Olark and mailchimp, you must first have an Olark account and a mailchimp account. If you don’t already have an account with Olark, sign up here. To add Olark visitors to your mailchimp mailing lists by typing a command in chat, follow these simple steps: https://www.olark.com/help/nutshell/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/nutshell/ Connect Olark with Nutshell to save all your chat transcripts as activities. If you view a chat in Nutshell’s web or mobile apps, you’ll see a full transcript of the conversation. You can then use Nutshell’s activity reports to track your team’s productivity in chat, email, and phone calls, all in one place. Watch Nutshell’s realtime dashboard feed and you’ll see your team’s completed Olark chats inline with the rest of your company’s activity. https://www.olark.com/help/pardot/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/pardot/ **NOTE: This help article is intended for customers on our self-serve level of service. If you are an Olark Pro customer, your integration likely will work differently. Please reach out to pro@olark.com for help with setting up your integration. ** Pardot has developed an integration with Olark to aid marketing automation. Using these two tools together helps gain insight into ROI and increase marketing accountability. Pardot’s integration with Olark lets you do two things: https://www.olark.com/help/qualaroo/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/qualaroo/ Qualaroo, which provides analytics insights and A/B testing lets you start an Olark chat based on how a visitor answers a question. Take a look at the Qualaroo integration guide. https://www.olark.com/help/google-analytics-insight/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/google-analytics-insight/ Olark’s Google Analytics integration provides additional reporting insights for managers. Here are just a few of the many questions that Google Analytics can help you answer: How busy is chat right now? What % of visitors chat with us? Where (on which pages) do visitors start chatting with us? What types of visitors chat with us? How busy is chat right now? If your organization has multiple agents chatting at the same time, Google Analytics can tell you how many chat conversations are going on in real-time. https://www.olark.com/help/salesforce/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/salesforce/ **NOTE: This help article is intended for customers on our self-serve level of service. If you are an Olark Pro customer, your integration likely will work differently. Please reach out to pro@olark.com for help with setting up your integration. ** You can create leads or cases in your Salesforce CRM simply by using the !salesforce lead or !salesforce case command while chatting with a visitor via Olark or configure your settings to have all chats sent automatically. https://www.olark.com/help/setting-up-ga4-with-google-tag-manager/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/setting-up-ga4-with-google-tag-manager/ If you’re using Google Tag Manager (GTM) to load your GA4 tag, you’ll need to do some additional setup to track Olark events in GA4. This article assumes you’ve already: set up your GTM container installed GTM on your website are using GTM to load your GA4 script on your website Getting started Log in to your Google Tag Manager dashboard and select the Container you’ve installed on your website. https://www.olark.com/help/slack/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/slack/ Connecting Olark and Slack Log into Olark and go to the Slack integration page. Click Add to Slack. You’ll be redirected to Slack where you’ll need to login if you’re not already authenticated. Important Note: You’ll need to login as the Slack Workspace Owner for the connection to be set up correctly. Once logged in, click Allow to grant Olark the ability to send messages to Slack. https://www.olark.com/help/sugar/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/sugar/ **NOTE: This help article is intended for customers on our self-serve level of service. If you are an Olark Pro customer, your integration likely will work differently. Please reach out to pro@olark.com for help with setting up your integration. ** Connect Olark with SugarCRM, a customer relationship management (CRM) system that features sales automation, marketing campaigns, customer support, collaboration, Mobile CRM, Social CRM and reporting. Go to your SugarCRM integration page. https://www.olark.com/help/slate/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/slate/ Why Connect Olark to Slate? There are many reasons why you should integrate Slate and Olark. Here are the highlights: Measuring effectiveness. With Slate and Olark working together, you can measure the effectiveness of Olark and gain insights that will help you increase student engagement and service. Saving your team time and providing better service. Avoid extra clicks and automate repetitive tasks. Out of the box, Olark passes along a link to Slate student records for existing students in Slate, and your Olark account manager can help you unlock additional capabilities: route based on the content of the conversations, automate FAQs, and make sure students questions are routed to their admissions counselor when they are available. https://www.olark.com/help/google-analytics-troubleshooting/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/google-analytics-troubleshooting/ In this guide we’re going to go over common Google Analytics (GA) issues and how you can troubleshoot GA issues yourself. If you’re looking for how to integrate GA with Olark you should head on over here. Please note, it takes 48 hours after the first time you initalize the Google Analytics feature in Olark, for Google to start sending data about Olark to your Google Analytics Common Causes If you’ve just enabled GA integration, please allow at least 30 minutes for the changes to be reflected on your website. https://www.olark.com/help/google-analytics-tracking-id/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/google-analytics-tracking-id/ If you use more than one Google Analytics IDs on your site, you’ll need to tell Olark which ID to use for tracking events on that page. Olark can only send events to one Google Analytics account per page. Go to your Google Analytics integration page and turn on tracking of Olark Events. Under Advanced Options turn on Custom Tracking and hit save. On your website’s install code, look for this line: https://www.olark.com/help/adwords/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/adwords/ If you use Google AdWords, Olark can help you do better conversion tracking. By using our Javascript API, you can track conversions when a chat begins, when an agent sends a response, and many other events! Example: Track AdWords conversions when a customer starts a chat Let’s say you want to track a conversion only when a customer starts chatting with you. The first step is creating a helper that lets you track those AdWords conversions. https://www.olark.com/help/segment/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/segment/ Segment is the single hub to collect, manage and route your customer analytics data. Segment will also host your Olark code, and load the chatbox on the page. If you are an existing Olark customer, and want to connect to Olark through Segment, we recommend that you remove the existing Olark code from your site before using the steps below. Connecting Olark to Segment Step 1 Note: Before connecting Olark to Segment, make sure you have signed up for an Olark account and are are logged into it. https://www.olark.com/help/webflow/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/webflow/ You can set up Olark with one of the most customizable site builders on the market. Add Olark to your Webflow site by following the simple steps below. Note: You must have a paid Webflow account to use this integration. First, log in to Olark. Go to Settings > Installation. Copy your Olark text snippet from the box at the right. Next, sign in to your Webflow dashboard. Click on the desired website project. https://www.olark.com/help/webhooks/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/webhooks/ **NOTE: This help article is intended for customers on our self-serve level of service. If you are an Olark Pro customer, your integration likely will work differently. Please reach out to pro@olark.com for help with setting up your integration. ** Using a webhook is a simple way to take the content of an Olark chat transcript and process it for use on your own server. For example, you could add it to your own custom CRM, push it into your marketing automation platform or even perform additional analytics on every conversation. https://www.olark.com/help/magento-incorrect-data/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/magento-incorrect-data/ We have identified an issue with customers using Olark’s Cartsaver feature with Magento Enterprise edition. This appears to be a known issue. There is a workaround that works for some customers by making changes to your Magento settings. What is the issue? The reported issue is that visitor information in Magento can appear to show data from a previous visitor to your site, including their shopping cart contents (if using the CartSaver function) in the chat console. https://www.olark.com/help/zapier/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/zapier/ **NOTE: This help article is intended for customers on our self-serve level of service. If you are an Olark Pro customer, your integration likely will work differently. Please reach out to pro@olark.com for help with setting up your integration. ** With the Olark and Zapier integration, you can create a workflow called a “zap” that takes information from Olark and automatically transfers it to one of over 2,000 apps. https://www.olark.com/help/zendesk/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/zendesk/ **NOTE: This help article is intended for customers on our self-serve level of service. If you are an Olark Pro customer, your integration likely will work differently. Please reach out to pro@olark.com for help with setting up your integration. ** You can create a ticket in Zendesk simply by using the !zendesk command while chatting with a visitor via Olark, or have all chats sent automatically. Olark will associate a Ticket with existing information, as long as the email address for the visitor in Olark matches their email address in Zendesk. https://www.olark.com/help/zoom/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/zoom/ Find your personal Zoom meeting ID. Click on Meetings > My Personal Meeting ID > Show Meeting Invitation. Then, copy the link. In Olark, go to Dashboard > Settings > Shortcuts. (Note: Shortcuts is a paid feature.) Input ‘zoom’ into a new Shortcut, then paste your personal Zoom meeting room into the link section. We also recommend including some text like: Hop on a quick Zoom call with me: https://us04web.zoom.us/j/8899993909