If you are using Clickatell apps for chat support and Salesforce for ticketing, our integration with Salesforce will enable you to:
Access Salesforce customer data in the Chat Flow and Chat Desk applications.
Keep your Salesforce data up-to-date by automatically creating new customers in Salesforce when they’re captured in Chat Flow and sync data and conversations.
Create Salesforce tickets from the Chat Flow application to save time and hassle.
Say goodbye to switching tabs or searching through multiple applications to get customer context - it's all right at your fingertips!
You’ll be able to use the following features in Chat Flow:
Fetch customers' info (including cases) from Salesforce and use that info to build customer journeys in Chat Flow. For example, build a specific user journey if a customer is tagged as ‘vip_customer’.
See the customer's Salesforce cases, and create a new case or update a case on Salesforce from Chat Flow.
You’ll be able to use the following features in Chat Desk:
View the customer's Salesforce profile details and case details while engaging with them in Chat Desk to serve the customer faster and better.
How do I integrate Salesforce with Clickatell?
in your Clickatell Portal.
You'll require information from the Salesforce app itself:
If you already have a Connected App in Salesforce for this integration, .
If you need to create a Connected App in Salesforce first, .
