How to Integrate Salesforce CRM With ProProfs Live Chat
ProProfs Live Chat and Salesforce CRM integration empower the sales and the support teams to move the relevant information collected during the live chat sessions directly to the Salesforce CRM. It further enables the automatic creation of new leads and contacts as soon as you begin a live chat.
Chat transcripts along with the other details collected via ProProfs Live Chat are added to Salesforce to support sales leads for future reference. ProProfs Live Chat and Salesforce together provide enhanced customer interaction, support functions, and real-time analysis.
- Know Customers Inside-Out.
- Identify Upsell & Cross-Sell Opportunities.
- Central Repository to Track Journey.
Before you start with the integration process, make sure that your Salesforce dashboard is in the Classic view. Here's how you can do that:
Step1. On your Salesforce dashboard, go to your profile at the top right corner and click Switch to Salesforce Classic, as shown in the screenshot below.
Step 1: Click Setup on the top right-hand side of the Salesforce page
Step 2: On the left side menu, go to Build→Customise→Lead→Fields.
Step 3: Create a new field with data type Text Area (Long).
Step 3.1: Name the field "Chat Transcript" in the Field Label box. Then, click Next.
Step 3.2: Set the field level security and click Next.
Step 3.3: Click Save.
Step 4: Now go to User→My Settings.
Step 4.1: Go to Personal→Reset my Security Token and click Reset Security Token.
Step 5: You'll get an email with the Security Token.
Step 6: Log in to ProProfs Live Chat, then go to Settings → Integration and enable Salesforce.
Step 7: Click Manage and enter your User ID, Password, and Security Token. Finally, save.
Step 8: After integration, whenever a lead is generated, the user details will be available in the Salesforce.