Salesforce + Chatsy
Add intelligent chat to your Salesforce-powered workflows.
Why Salesforce + Chatsy?
Lead Capture
Chat leads automatically create Salesforce leads or contacts.
Activity Logging
Conversation transcripts logged to Salesforce activities.
Case Creation
Escalated issues become Salesforce cases with full context.
Customer 360
AI accesses Salesforce data for personalized support.
- Lead/Contact sync
- Case creation
- Activity logging
- Custom object support
- Opportunity updates
- Workflow triggers
- Sales lead qualification
- Customer support cases
- Account inquiries
- Service Cloud integration
- Marketing lead nurture
Common Questions
How does the Salesforce integration work?
Connect via our native Salesforce app or Zapier. Native integration supports leads, contacts, cases, and custom objects with bi-directional sync.
Can Chatsy create Salesforce cases?
Yes! When AI escalates a conversation, it can automatically create a Salesforce case with the full transcript, customer details, and issue classification.
Does it work with Salesforce Service Cloud?
Absolutely. Chatsy complements Service Cloud by handling front-line support with AI, escalating complex issues to your Service Cloud agents.
Ready to connect Salesforce?
Start your free trial and set up the Salesforce integration in minutes. No credit card required.