Maximize business efficiency with Salesforce CRM integration
Engage with your leads better - Convert them to customers with Live chat and Call plugin


  • salesforce live chat

Salesforce CRM Helpdesk


Salesforce is one of the most powerful cloud hosted CRM software available. Thousands of businesses rely on this solution for their day-to-day business activities. ClickDesk deeply integrates with Salesforce to ease the lead tracking and updating process. Save time and generate more leads with ClickDesk-Salesforce plugin.




Salesforce Plugin



salesforce helpdesk


Salesforce CRM helpdesk plugin Features


  • Get complete information about the web visitor from your Salesforce CRM. Lookup the visitor's email in Salesforce and get all the relevant visitor information from CRM.
  • Fully customizable live chat forms, integration rules and custom SOQL queries. Add new contacts, notes and post-chat transcript directly from your IM.
  • Visitors chat or call from your website. Operators respond through Google Talk or Skype on a computer or mobile device.
  • Get complete visitor information - Visitor name, email, location, pages or products browsed and more.





Trusted by more than 50,000 Businesses
Built on AppEngine and Amazon for Guaranteed 99.95% Uptime







Step 1: Enable Salesforce plugin

salesforce plugins
  • In the ClickDesk dashboard, Go to Live chat -> Plugins & Integrations.
  • Click on the Salesforce block. Enter your Salesforce username, password and API Key.
  • The API security token can be obtained from your Salesforce dashboard.


Step 2: Advanced settings

salesforce crm live chat
  • You can completely control which field in the lead profile to be received on the IM during pre-chat. Change the SOQL queries accordingly.
  • Add lead and decide which information to post in the lead profile with a short command. Choose to add this info to the leads or contacts in your Salesforce.


Step 3: Retrieve lead details

salesforce crm plugins
  • Salesforce plugin is now active on your account.
  • When a customer visits your website and enters his email to initiate a live chat, the operator receives the customer's information from Salesforce directly on their IM.
  • Clicking on the profile link in the IM opens the profile of that particular lead in Salesforce.




Step 4: Add a new lead

salesforce crm helpdesk
  • You can add a new lead to your Salesforce CRM directly from your IM during the live chat with a potential customer.
  • To add a lead during the live chat, send "/add" in Google Talk or "\add" in Skype. A new lead will be created in your Salesforce with the Name, Email and Address details auto filled.


Step 5: Add post-chat transcript

salesforce live help support plugins
  • Chat transcripts allow the operator or the other team members to access customer details for future reference. This can also help them keep track the customer closely.
  • Once the integration with Salesforce is setup, the post-chats are automatically added to the leads profile in the notes section.


Step 6: Add a Note Manually

salesforce crm live chat plugin
  • In addition to the entire chat transcript (post-chat) that is added automatically, the operator can add a desired message to the particular lead's note.
  • To add a note for the existing lead at any time during the chat conversation, send "/note" message in Gtalk or "\note" message in Skype.



Live-chat is more cost effective than email or phone.
Trusted by more than 50,000 businesses