Salesforce Integration for Conversations

EvanS

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.

21 Replies
ColeGailus
HubSpot Employee

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
Participant

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!)

LukeClinton
HubSpot Employee

Really think this would be a great feature! Upvoted

lien
Participant

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
Member

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
Member

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

neil2
Participant

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

gravity_js
Participant

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

amandadoolittle
Participant

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
Participant

+1 We need this integration!

gunryd
Participant

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

jmcguire
Member

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

Msyvrais
Key Advisor

To add to this, being able to sync activities with the correct label (ex. Task as a task, email as an email, call as a call etc. ) would be better than all being sync'd as a task - it really messes with the reporting features in salesforce!

Msyvrais
Key Advisor

I agree please add this feature to send chatbot conversations etc to salesforce! (same as a form submission)

grgeorge81
Participant

This is a much-needed feature to make the Hubspot-->Saleforce integration viable for organizations whose sales teams LIVE in SF but want to use HS for its powerful marketing+analytics. 

Status updated to: Not Currently Planned
brandy_asplundh
HubSpot Product Team

Hi there, 

 

Thank you for this idea. We do see the benefits of adding this to the integration but we don't have any plans to add this in the near future. 

We will update this post if we have any updates on this idea. 

Best, 

 

Brandy 

mvandooren
Participant | Diamond Partner

Standing by for update/integration.

Marine
Participant

Much needed feature for us too! Our external reps only have access to Salesforce not Hubspot and can't know if a chat happened with their customer.

whitera5
Member

I would like to see this optomization too. Any ETA on when it will happen? 

JMathew
Member

Please add this feature to your roadmap.