ServiceBell
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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.
Installing the Salesforce Integration
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.
Linking ServiceBell visitors to existing Salesforce contacts
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.
Creating new Salesforce contacts
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.
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Last modified 2mo ago