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Unlock the full potential of customer engagement and sales efficiency with our latest LiveChat x Salesforce integration tutorial! 🚀

Whether you're a seasoned pro or new to either platform, this step-by-step guide is your roadmap to streamlining your sales and support workflow. Join us at LiveChat University as we dive deep into integrating LiveChat with Salesforce, transforming how you capture, store, and utilize customer data directly from your chats.

🔗 Essential Links:
Salesforce on LiveChat Marketplace https://bit.ly/3wpD7iu
Salesforce for LiveChat installation guide: https://bit.ly/3SKGKa5
HIPAA Compliance details: https://bit.ly/3I8l7M8

In this tutorial, we'll cover:

👉 Setting up the integration: Quick and easy steps for Admins and Owners to integrate Salesforce with LiveChat, enabling a unified platform for your agents.
👉 Adding Objects to Salesforce: Learn how to directly add leads, contacts, and custom objects from LiveChat to Salesforce, ensuring all customer interactions are captured and utilized effectively.
👉 Effortless Data Management: Discover how to automatically attach chat transcripts and other vital customer information to Salesforce records, enhancing lead and contact management.
👉 Maximizing Efficiency: Tips on using dynamic, static, auto-match, and AI extraction entry types to streamline data entry and improve accuracy.

Why this integration? It's not just about saving time; it's about enhancing your Salesforce's capabilities with real-time customer data, directly influencing your bottom line. From automatic data capture to creating Salesforce objects without leaving the chat, this tutorial empowers your team to focus on what matters most—building relationships and closing sales.

🔗 Essential Links:
Salesforce on LiveChat Marketplace https://bit.ly/3wpD7iu
Salesforce for LiveChat installation guide: https://bit.ly/3SKGKa5
HIPAA Compliance details: https://bit.ly/3I8l7M8

00:00 Introduction
01:12 Setting up the integration
02:36 HIPPA Compliant
02:58 Adding Objects to Salesforce
12:08 Adding a new object and Editing your Object information in the Chat view
13:15 How to attach the transcript directly to an object
14:57 How to manage access
15:25 How to disconnect your Salesforce account from LiveChat
15:37 Outro

📣 Special Mention:
A big shoutout to our Partner, Igor, who is ready to answer all your integration questions. Find their contact details below to get expert advice!

📩 Contact Igor: [email protected]
🌐 Visit: https://darka.io/

Remember, this integration is designed to make your life easier, not complicate it. Follow along as we break down each step, ensuring you're fully equipped to leverage the power of LiveChat and Salesforce together.

👉 What are you waiting for? Enhance your customer service and sales strategy today by integrating LiveChat with Salesforce. Let's get started!

#LiveChat #Salesforce #CustomerService #SalesEfficiency #CRMIntegration #TechTutorial

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Hi, great to see you here! :)

We are LiveChat, and our mission is to help people and businesses communicate better and fully express themselves. You may be familiar with our most popular product: LiveChat, which allows you to communicate with your customers directly through chatting (yes, it's that little icon in the bottom right corner of almost every page), but that’s not the only thing that we do. Let us introduce you to the rest of the LiveChat family:

ChatBot allows you to automate communication with your customers. HelpDesk is a powerful online ticketing software. And KnowledgeBase... you'll never guess: it enables you to share knowledge with others easily and quickly.

However, it doesn't stop there! You can expand our software functionality with additional integrations: Google Analytics, Facebook Messenger, Mailchimp, HubSpot, Salesforce, and many more. All this to give you the perfect tool to communicate with your customers.

Want to learn more? Go to www.livechat.com and join more than 37,000 companies that use LiveChat.

PS. We know that’s a lot. We’re pretty proud of that.