Olark live chat software helps you talk to customers as they’re browsing your website and determine whether they’re sales leads. If they are, you can use the Highrise CRM integration to send leads to your CRM without leaving the chat. With a lead captured, your team can track the status of a prospect, add tasks, assign owners, and see a lead through to a completed sale. The Olark and Highrise integration is the power of simple live chat and simple CRM combined!
How it works
Step 1
During any Olark chat as an agent, type !highrise and hit enter.
Step 2
We’ll create a case in Highrise with your chat attached. Voila!
Olark brings the power of customer information to your fingertips in real-time conversations.