Live Chat Software for SalesForce

Transform your business with the trusted leader in cloud computing and CRM.”

To find your Salesforce CRM email address

Log into your Salesforce account

Make sure “Email to SalesForce” is activated. You can follow this tutorial to activate it.

Click your username at the top right corner of the screen and select “Setup”.

Click “Email” then “My Email to SalesForce”

Copy your Salesforce email address

Connect live chat software with Salesforce - HelpOnClick

 Forward HelpOnClick transcript emails to Salesforce

On your HelpOnClick console, go to Admin->Settings

Under “Email to collect left messages”, paste your Salesforce email address

Tick “Automatically send all transcripts to this email” and hit “Save”

 Forward HelpOnClick transcript emails to Salesforce

Now the chats should appear in your CRM as a lead or contact, depending on your setup