Comment on page
Salesforce
Integrate ServiceBell with the #1 CRM platform.
ServiceBell integration with Salesforce allows admins to quickly view important information about Salesforce contacts from the dashboard, or create new contacts from visitors within the dashboard.
To link your Salesforce contacts to ServiceBell visitors, go to the Integrations page in your ServiceBell settings, find the Salesforce card, and click the toggle to enable it. You'll be redirected to Salesforce to authorize the integration. The integration requires a Salesforce edition with the Web Services API feature. For more information view the Salesforce comparison page. The connecting account must have admin access to the Salesforce instance.
Once connected, all Salesforce Leads, Contacts, Accounts and Opportunities will be synced to your ServiceBell account. As objects change between the two systems, they will automatically be kept in sync in the background, after a short delay.
Data from Salesforce Leads and Contacts whose email matches contacts in ServiceBell will sync into that contact. When a ServiceBell Contact is associated with both a Salesforce Lead and a Salesforce Contact, changes to that contact will be synced up to both the Lead and the Contact. When a new ServiceBell Contact is created (eg. via an agent asking a visitor for their e-mail address) for which there is no equivalent Lead or Contact in Salesforce, a new Lead (but not a Contact) will be created in Salesforce.
Providing ServiceBell with the email address of the visitor will link it to any Salesforce contacts with the same email. You can provide the widget with their email using the Custom User Identities feature. If a match is found, you'll see information about the contact and a link to Salesforce in the sidebar.
If you either don't have visitor email addresses available on your site, or would like to create Salesforce contacts right from the dashboard, you can click the "Create new contact" button while viewing an active visitor. As soon as you submit the form you will be able to use the link to immediately access Salesforce and add additional information.
When a ServiceBell call is completed a call is logged in Salesforce as a "Call" type task. If the call was recorded a link to the recording will be included.
Last modified 27d ago