ClickDesk + Salesforce
Create new Salesforce contacts from new ClickDesk chats
After you pull in prospective customers via ClickDesk, instead of copying and pasting their information into your customer relationship management tool, use this integration to connect ClickDesk with Salesforce. Then when a new ClickDesk chat occurs, a contact is automatically added to Salesforce.
After you pull in prospective customers via ClickDesk, instead of copying and pasting their information into your customer relationship management tool, use this integration to connect ClickDesk with Salesforce. Then when a new ClickDesk chat occurs, a contact is automatically added to Salesforce.
- When this happens...New Chat
Triggers when new live chat is ended.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
About ClickDesk
ClickDesk is a combo of Live Chat, Voice and Video Chat and Helpdesk Software For Online Businesses. It is currently helping over 150,000 online businesses to better engage their web visitors.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
