CRM & Ticketing System sync


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?2024-03-25T17:26:30+00:00

As always, contact us with anything specific, but we do send transcripts via Webhook

Intro to CRM2024-03-25T17:33:22+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. 

Still need help?

Customer support

Reliable and prompt assistance whenever you need it.

Get a free training session

Get a firsthand experience of our product through a personalized demonstration.

Go to Top