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Send a transcript to a CRM directly from chat (Olark Classic)

**NOTE: This help article was written for our Olark Classic chat console. Some things may not apply, may have moved, or may look different. For up to date chat console documentation, click here.

Since it is possible to have multiple integrations with Olark, users can connect their chats to all of their favorite services simultaneously. However, every chat is unique and each may benefit from being sent to a specific service over another.

Using an integration command

Here is where our ![integration-name] command comes in handy!

Send chat information to a specific integration by typing ! before the name of your integration, e.g. !zendesk. This way your chat information only goes to the integration you want.

trigger integration command

Finding your integration names with !trigger

If you’re unsure which integrations you have enabled or don’t know the official name of the integration you want to send your transcript to, you can type !trigger and hit enter. The command will show a list of available integrations on your Olark account.

trigger integration command

Using the lead or case command

If you  want your chat data sent to all of your integrations at once, use our !case or !lead commands, and the transcript will be sent to all of your connected integrations.

Please provide the domain name where your Olark live chat is installed.
Include the relevant transcript URL, if possible. You can send us the specific URL from your Transcripts page.
If you see specific error messages, banners, warnings, notices, etc., please let us know here.
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