Salesforce and Live Chat

Send contacts and Leads from Live Chat by Social Intents to Salesforce.

How this Live Chat Integration Works

The Salesforce integration lets you create leads and contacts from chats and offline messages. Salesforce Sales Cloud is a platform for managing a sales team and customer relationships. With Salesforce, you have a complete view of your customers including contact information, quotes, notes, and interactions. Salesforce helps you boost productivity by using workflows, which automate your business process. For example, you can automatically assign leads with deals over a certain size to a specific salesperson. Use Salesforce to make data driven decisions.

Who are we?

We're Social Intents! We offer a live chat application that integrates natively with Microsoft Teams and Slack so you can engage website visitors, offer great customer service, and sell more right from the tools you already use - MS Teams or Slack.

Salesforce is a leading enterprise customer relationship manager (CRM) application.

How Businesses use Social Intents for Live Chat

Provide Incredible Customer Support

Provide real-time customer support directly through Slack, Microsoft Teams, or our web-based chat console. No need to learn additional software to support customers.

  • Receive customer support inquiries in Slack or MS Teams
  • Collaborate with the entire team in solving customers problems

Close More Online Sales

Engage potential customers when they need your help, close more deals, and increase online revenue.

  • Connect with customers in real-time with live chat
  • Answer your website visitors questions and increase online sales

Have More Engaging Conversations with Leads and Customers

Bring all customer communications into Slack or MS Teams. Respond to inquiries quickly without having to switch between apps, increase customer satisfaction, and build strong customer relationships.

  • Engage visitors with proactive live chat triggers
  • Use canned responses to increase response times and help customers better

Don't just take our word for it.

Social Intents powered our COVID-19 Success Story. Our college was given less than a week's notice that we needed to close our campuses due to the COVID-19 Pandemic. The live chat technology is so easy to learn, that within a week, we had more than 110 staff trained and answering hundreds of student's questions every day
Joshua S. - Education Management, 1001-5000 employees
Perfect solution, easy to integrate and best online support I've ever had! A solution that covers basic to completely custom.
James H. - Marketing and Advertising, 11-50 employees
Rapid setup and ease of deployment. It uses Microsoft Teams which we already used so staff were able to hit the ground running.
Russell L. - Web Developer, 1001-5000 employees

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