Tag Archives: salesforce

Hello friends! The folks here at SnapEngage have teamed up with a few friends over in Seattle and together we’ve cooked up a little something that is sure to cheer you up during these dark, frosty days (No, it’s not a box of chocolates. You’ll have to wait until the 14th for that). We are excited to unveil our new integration with Bizible Marketing Analytics! For those of you Salesforce users out there, read on. This new integration allows savvy marketers to combine the power of SnapEngage live chat with the marketing insights of Bizible, all within your Salesforce leads.  […]

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It is always good to keep things connected. The song, “The knee bone is connected to the leg bone, the leg bone is connected to the metatarsal bones…” sure helped me in medical school and showed me the importance of interconnectivity. (I know you are humming the song now) One way that is very important when using SnapEngage and an integration like SalesForce, Zendesk or desk.com is to make sure that the chat is connected to the proper agent. In the past we had a few work arounds that involved a couple extra steps for the admin including doing the hokey – pokey and turning themselves around. […]

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As you may know SnapEngage already lets you update CRM and Help Desk informations “on the fly” while you are chatting with your website visitors (for Salesforce or for Zendesk). Now for when you wish you could remember a small piece of information about your visitor, you can add a note that will stored in your Salesforce Case as a comment, while you are chatting with this visitor. This comment is private and cannot be viewed by your visitor, but it will be very useful to your support team when looking back on this case. To add a comment to a chat, simply use the command: \note = <your note> e.g.: \note = This customer is awesome, please remember to thank them for the feedback. […]

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Several SnapABug for Salesforce users asked us for the ability to manually update leads and contacts information while chatting with website visitors. While the ability to automatically map any SnapABug data to a Salesforce standard or custom field is very useful, sometime the information is not available before starting the chat. In this case, while on the phone (using the “Call Me” button) or in a chat, you can directly record important information provided by your visitor, to his profile by using one of the commands bellow. Simply provide the data you want to record after the ‘=’ (equal) sign and SnapABug will assign it to the Lead or Contact it will create for you in Salesforce CRM. […]

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