Hero backgroundHero background

Freshworks Marketplace

App cover art submitted by the app developer that represents the app

Salesforce 2

verified badge symbolVerified by Freshworks
Create new leads, tasks and view your Salesforce customers’ contact information from Freshchat.
Published by Arbaan(about over 3 years ago)
Free
32
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
Install
OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
The integration between your Salesforce and Freshchat accounts enables you to view your Salesforce customers’ details inside Freshchat itself, without having to switch tabs. Having your Freshchat integrated with Salesforce enables you to do the following within your Freshchat account itself. 1. Access contact information such as Lead name/contact name and Account name (based on the status of the customer record in your Salesforce Account) during an ongoing chat. 2. Create a new lead record from within Freshchat if there’s no existing record in Salesforce. 3. Access the last three recent tasks, opportunity you have with the customer you’re chatting with. 4. Create tasks for the existing leads or contacts 5. Navigate to your Salesforce account directly from your Freshchat account on a tap of a button

App Details

Categories
CRM & Sales

Marketplace Resources

Loading Reviews...

App Details

Categories
CRM & Sales

Marketplace Resources

To enable the integration, 1. Login as an Admin in your Freshchat account 2. Go to Apps>>Salesforce 2 3. Click the “Install” button. 4. Please enter: 'login' if you are connecting the production or 'test' if you are connecting the sandbox. Then click "Authorize” button 5. Now, hit the “Save” button and you are good to go.

App Details

Categories
CRM & Sales

Marketplace Resources

Loading Privacy and Security...

App Details

Categories
CRM & Sales

Marketplace Resources

Go to Developer Portal