Export contacts and chat transcripts to SalesForce
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Exciting news for all our users! We are thrilled to announce the new integration of SalesForce with our platform. You can now easily pass contacts and chat transcripts to this service.
This new feature will work for pre-chat surveys, chatbots, manual changes, making it easy for you to add contacts to your CRM. With detailed information available in our documentation, you can easily set up your integration and start seeing the benefits right away.
You can also map properties between Tidio and SalesForce making all data matched between platforms.
You can also keep chat transcripts inside SalesForce. Whenever you mark them as solved, they are added as notes to your contact.
So whether you're a small business or a large enterprise, this new integration with SalesForce is sure to help you keep customer data synced across platforms. Try it out today and see the results for yourself!
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