Overview - Salesforce

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!

Chat Flow Features

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.

Chat Desk Features

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?

Logo

© Copyright 2024 Clickatell. All rights reserved.