How to use the Salesforce integration with Crisp ?
Crisp provides a Salesforce integration, that is included in our unlimited plan. The Salesforce integration lets you submit your Contact data from Crisp to salesforce.
Salesforce integration is available from the Unlimited plan
Our Salesforce integration allows automatic sync with Crisp regarding your contacts and all the information that goes along.
Your sales team will never get bored again !
You can link your existing Crisp website to Salesforce, by enabling an Unlimited plan on the target website, and then configuring the Salesforce integration:
Go to : https://crisp.chat/en/integrations/salesforce/
Click on the "Install" button
Follow the steps
Or
Connect to Crisp
Click on "Plugins"
Search for "Salesforce"
Follow the steps
The Crisp integration pushes email, full name, phone number, profile picture, address and lead source (in this case, Crisp)
It's not possible to push messages. Only contacts are pushed.
Using SFDC, you'll see the Crisp user details in the Contact section.
The integration recognize existing contacts through an email check and do not create duplicate users.
Salesforce integration is available from the Unlimited plan
How does the Salesforce plugin works with Crisp ?
Our Salesforce integration allows automatic sync with Crisp regarding your contacts and all the information that goes along.
Your sales team will never get bored again !
How do I link Crisp to Salesforce ?
You can link your existing Crisp website to Salesforce, by enabling an Unlimited plan on the target website, and then configuring the Salesforce integration:
Go to : https://crisp.chat/en/integrations/salesforce/
Click on the "Install" button
Follow the steps
Or
Connect to Crisp
Click on "Plugins"
Search for "Salesforce"
Follow the steps
What information is sent to SFDC?
The Crisp integration pushes email, full name, phone number, profile picture, address and lead source (in this case, Crisp)
It's not possible to push messages. Only contacts are pushed.
What SFDC object does it correspond to?
Using SFDC, you'll see the Crisp user details in the Contact section.
Does it recognize existing contacts?
The integration recognize existing contacts through an email check and do not create duplicate users.
Updated on: 23/06/2021
Thank you!