CRM & Ticketing System sync
SalesforcePerry2024-03-25T17:26:13+00:00
Salesforce is integrated via Zapier, similar to our Hubspot integration. You can also use our webhook on Salesforce with a separate Salesforce apps to enable webhooks support. If you’d like assistance, please contact us.
Other CRMs: Do we support direct / not Zapier integrations?Perry2024-03-25T17:26:30+00:00
As always, contact us with anything specific, but we do send transcripts via Webhook
Intro to CRMPerry2024-03-25T17:33:22+00:00
We sync messages at the end of each hour using transcripts. We send the transcript with customer information (email & name) to your CRM or ticketing system.
- This requires an upgrade to our CRM plan[hyperlink to: How to upgrade to a plan].
- After upgrading, you can then access your webhook. You may do this at: StartADAM bot (or type @startadam in an existing channel and click enter) → setup company page → Connect CRM → copy your webhook URL and add it to Zapier.
