Acquire

Salesforce

With this integration, your sales team will be able to track every lead who has communicated with you on live chat as leads or contacts. Acquire and Salesforce integration enables you to measure the performance of every sales representative and to make data-driven decisions.

We have two types of configuration available in Salesforce.

  • Mapping Configuration
  • The customer can directly map Acquire fields to Salesforce fields, no need to add customer details such as name, email etc. manually while exporting or syncing data to Salesforce.

Step 1. Configure Acquire and Salesforce

Goto https://app.acquire.io/app-store and click on salesforce button and enter salesforce email/password.



Step 2. Configure Salesforce

After entering details you will be asked to choose Mapping configuration

Conversion:

Enable Auto-Sync!

Automatically sync customer conversation to Salesforce once a chat is initiated on Acquire. Maintain the context by continuously synching chat history in Salesforce.

Mapping Configuration:

Salesforce Mapping Configuration can be done in 4 ways

  • Contact
  • Lead
  • Account
  • Case

1. Contact Mapping

Here the mapping is done with the visitor contact details. The new contact is created when a visitor starts the conversation with the agent. All chat gets sync/export from Acquire to Salesforce. In this Contact Mapping, custom fields can be added. An account is required to create Salesforce contact, so mapped only with account salesforce field.

Account custom field automatically inserted in your custom field. You can remove it from there.

Contact Sync Setting

Select subtype to send chat transcript from Acquire to Salesforce. Enter Subject/Title, You can change text and also use these placeholders for dynamic values: #Name, #Email, #ChatId, #ID

2. Lead Mapping

Automatically sync customer conversation to Salesforce once a chat is initiated on Acquire. Maintain the context by continuously synching chat history in Salesforce.

Same as above, but here the details will get stored under the lead section. Salesforce will create a new lead when chat sync/export from Acquire to Salesforce. A company is required to create salesforce lead, so mapped only with company salesforce field.

Company custom field automatically inserted in your custom field. You can remove it from there.

Lead Sync Setting

Select subtype to send chat transcript from Acquire to Salesforce. Enter Subject/Title, You can change text and also use these placeholders for dynamic values: #Name, #Email, #ChatId, #ID

3. Account Mapping

In this account configuration, an account is created and chat is sync/export from Acquire to Salesforce.

Mapped all required fields of salesforce with Acquire fields; you can also follow the instructions given. And also add custom fields so you can map more fields.

Account Sync Setting

Select subtype to send chat transcript from Acquire to Salesforce. Enter Subject/Title, You can change text and also use these placeholders for dynamic values: #Name, #Email, #ChatId, #ID

4. Case Mapping

Same as above, but here the details will get stored under the case section. Salesforce will create a new case when chat sync/export from Acquire to Salesforce.

Contact custom field automatically inserted in your custom field. You can remove it from there.

Case Sync Setting

  1. Enable Button for “Create new case when start new thread”

  2. Send chat transcript into subtype.  You can add a subject/title for it.

Step 3. Sync Chat

After Configure Salesforce you can sync your chat transcript as a Contact/Lead/Account/Case.

Salesforce CRM Suggestions

A suggestion will be shown according to your configuration like Contact/Lead/Account/Case which you have configured.
If a visitor already exists in Salesforce CRM then a message will be displayed as already exists, you can also view details.

Search by Visitor Name:

Search by Visitor Email:

Search by Visitor Phone:

Search by Account or Company:

 

It will depend on your default configuration, like if you configure mapping with Contact then you can search from Account, if you have mapped with lead then search by Company. 

Visitor Exists Check in Salesforce

If the visitor already exists in Salesforce you see an alert in acquire profile section.

Step 4

Check your details into Salesforce account to fetch your details, and chat transcript as well as.

After successfully saved the script into your panel. you can start working with Acquire Live Chat.

If you are experiencing any trouble with this integration, please contact us via Acquire or at hello@acquire.io



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