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Salesforce Integration for Conversations

As a sales organization, we tie everything back into Salesforce.

 

Love the messages feature, but we have no mechanism to pull chat logs or chat metadata into Salesforce at this time.

 

A mechanism to pull this data into Salesforce would be of great value to our organization.

HubSpot updates
12件のコメント
HubSpot社員
HubSpot社員

At this time, it is not an option to sync messages chats or email interactions from Conversations to contact/lead records in Salesforce.  Just like the ablility to sync other timeline events like marketing and sales email activity, meetings, and calls, syncing conversations activity would allow teams working out of Salesforce to have more context of contact engagement.

BenMartinCURE
一般投稿者

This would be an incredible addition. We use Salesforce as our main repository for donor information, and being able to see all donor activity in that space would be super helpful (and give us a reason not to switch to Salesforce's chat/ticketing solution!)

HubSpot社員
HubSpot社員

Really think this would be a great feature! Upvoted

lien
常連投稿者

We use Salesforce as our main customer and prospect data hub as well. Syncing chat conversations with Salesforce contacts / leads is extremely important for us, so we can keep a full picture of our customers in our CRM. 

maryrose1075
新規投稿者

This is especially important as our SDR team are the folks that handle the Live Chat and work in HubSpot but our field reps live in Salesforce.  The dialog from the Live Chat needs to be visible to the sales rep who will be managing the life of the sales cycle for that customer.  Is this on the roadmap?  Thank you.

rn
新規投稿者

Please add this!  Very important part of handoff process to have the chat in SFDC>

neil2
一般投稿者

This need to need to be done. Kind of can do a workaround with saving to contact properties  but not ideal.

gravity_js
一般投稿者

+1 to this. We need Hubspot chats synched to Salesforce otherwise the data is lost. 

amandadoolittle
新規投稿者

I don't understand how this isn't part of the integration! And looks like customers have been asking for this for 2 years.

Marie-Michelle
新規投稿者

+1 We need this integration!

gunryd
新規投稿者

I agree to this - I would really like conversation data to sync into Salesforce.

jmcguire
新規投稿者

This would be very valuable to add and would make conversations more competitive with thrid party apps.