Salesforce
Integrate Salesforce with LiveAgent to enhance customer management and productivity. Create cases from tickets, track information, and manage tasks easily. Acti...
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What is Salesflare?
Salesflare is a CRM solution for small B2B businesses and startups. Salesflare allows you to sell more with less work thanks to various automations. It automatically fills up your address book, keeps track of various interactions, and gathers data from social media, email, company databases, phone, and calendar for you.
How can you use Salesflare?
With Salesflare integration for LiveAgent, you can extract data to and from chat or form into LiveAgent. You can then display the data inside LiveAgent and keep track of what’s happening. Use this data to provide better and faster support to your customers with live chat.
LiveAgent live chat was made to help you provide fast support to your customers. It comes with a variety of useful features besides productivity integrations like Salesflare. Prepare your answers faster with a real-time typing view that shows you what the customers are typing before they hit send.
Customize your chat’s look and feel or upload custom chat button designs to match your branding. Take advantage of proactive chat invitations to get customers to contact you faster.
What are the benefits of using Salesflare?
- Extract data from chats and forms
- Keep track of Salesflare within LiveAgent
- Eliminates constant switching between apps
- Increase in workflow
How to integrate Salesflare CRM with LiveAgent?
LiveAgent includes a Salesflare CRM integration plugin which has to be activated and configured. The process is simple and takes just a few minutes to complete. Follow the steps below to learn how to do it on your own.
Step 1: Activate the Integration
Open LiveAgent and go to Configuration > Integrations. Find Salesflare integration in the list of plugins and click on the activate switch. LiveAgent will restart after this.
Step 2: Configure the API Key
After LiveAgent restarts, find the active plugin at the top of the plugin list and click on the configuration cogwheel button. You will see an API key field. You will need to get the API key in Salesflare settings.
Step 3: Create API Key in Salesflare
In Salesflare, go to Settings > API keys and create a new API key by clicking the Create button. Name the API key and click on Create. Copy the API key and return back to LiveAgent with Salesflare CRM integration configuration open.
Step 4: Paste API Key and Save
Paste the API key into the LiveAgent’s Salesflare integration API key field in the configuration as shown in the previous steps. Then click on Save.
That’s it, your Salesflare integration is now active. Would you like to learn more about our live chat? Have a look at our live chat software page or browse through live chat features to see what it’s capable of.
