Salesforce
The Salesforce contact or lead next to each chat; new leads and logged conversations from Frosvo.
CRM & contacts · Built by Frosvo
Find the customer's Salesforce contact or lead by email, see their account and title beside the conversation, create a lead in one click and log conversations as completed tasks — automatically when they're resolved, if you like.
Setup: in Salesforce Setup, create a Connected App with OAuth enabled and Enable Client Credentials Flow, choose a run-as user, and give it the api scope. Enter your My Domain address with the consumer key and secret.
What it can do in your workspace
- Shows information and buttons next to your conversations
- Is told when: contact.created, contact.updated, conversation.resolved
More crm & contacts integrations
- Email insightsKnow what a contact's email address tells you, at a glance.
- HubSpotSee and create HubSpot contacts from the inbox, and log every conversation.
- Microsoft Dynamics 365Dynamics 365 contacts next to the chat; new contacts and logged conversations.
- PipedrivePipedrive people and deals next to the chat; create deals and log conversations.