This article covers integrating GeckoChat with Salesforce. Users looking to integrate GeckoEngage with Salesforce should click here.
Integrating with GeckoChat allows for contacts to be pushed through to the 'Leads' module on your instance of Salesforce. Creating this link only takes a few short moments.
- Log in to GeckoChat.
- Navigate to Settings > Integrations.
- Find the Salesforce box and click Setup.
- Enter your Salesforce login details and click to Log In.
Your integration is now set up! You'll be redirected back to GeckoChat. Click the Manage button to start mapping which contact fields in Chat are sent to which contact attributes in Salesforce.
Any questions? Feel free to start a live chat with a member of our support team or explore the rest of our academy at your leisure.