Convert visitors into customers

CRM Integrations

What is a CRM?

CRM stands for Customer Relationship Management. They can also be referred to as CMS or even customer helpdesk or support systems.

Which CRMs does TrackChat work with?

We support the following CRMs

Desk.com

Desk.com live chat integration

InfusionSoft

Infusionsoft live chat integration

SalesForce

Salesforce live chat integration

Zendesk

Zendesk live chat integration

How can I create a lead or case in my CRM?

Once you have set up your CRM from within TrackChat, all you need to do is issue the relevant chat command and we will send the chat's details through to your CRM.

Are there any limits or restrictions?

There are no limits to the number of TrackChat chats you can send from TrackChat. Your CRM provider may have some limits on the number of detail actions they can accept, however.