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Sync leads, contacts, and conversation activity between Salesforce and Acquire, making it easy to maintain customer data in your system of record. This integration will allow you to:

  • Automatically sync customer details and conversations to Salesforce
  • Keep existing contacts, leads, account, cases and other objects up to date with details captured in Acquire
  • Manually create new objects in Salesforce from Acquire
  • Automatically sync chat transcripts configured to the case, notes, or tasks of your choosing

In this article:

  • How to Set Up the Salesforce Integration
  • Syncing Records Between Acquire and Salesforce

How to Set Up the Salesforce Integration

Head to the App Store > CRM > Salesforce and click 'Install'. A pop up will appear, click the ‘Install’ button. Next, read the app permissions and give Salesforce access by clicking ‘Authorize Access’.

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Next you'll be taken to Salesforce. Log in with your credentials to grant Acquire access to your account.

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Mapping Fields Between Salesforce and Acquire

After setting up the app permissions, you’ll be redirected back into Acquire for field mapping. You will have the option to manually configure the fields or use the automatic recommendations.

There are four Salesforce objects that fields can be mapped to, including:


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Contacts

Map fields like name, email, and phone number to Salesforce contact records.

Adding Chat Transcripts & Case Attributes to a Contact Record

Using Case Mapping (Contact) in Acquire, the custom field ‘ChatTranscript’ and other case attributes from the contact profile can be mapped to the notes or case field when a conversation is closed.


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Leads

Like contacts, Acquire contact profiles can be mapped to lead records in Salesforce.

Adding Chat Transcripts & Case Attributes to a Lead Record

The custom field ‘ChatTranscript’ and other case attributes from the contact profile in Acquire can be mapped to the notes or task field in Salesforce when a conversation is closed.

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Accounts

Account details captures in Acquire can be mapped to the corresponding field in Salesforce.

Adding Chat Transcripts & Case Attributes to an Account

The custom field ‘ChatTranscript’ and other case attributes from the contact profile in Acquire can be mapped to the account notes or case field in Salesforce when a conversation is closed.


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Cases

Acquire contact profile fields can be mapped to cases in Salesforce.

Adding Chat Transcripts & Case Attributes to a Case Task

The custom field ‘ChatTranscript’ and other case attributes from the contact profile in Acquire can be mapped to the case task in Salesforce when a conversation is closed.


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Syncing Records Between Acquire and Salesforce

From a contact profile, click the Salesforce logo.


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Next, click on the field you want to sync to Salesforce by selecting the arrow button and clicking 'Sync'.


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Now your contact has been synced to Salesforce. 


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The contact details will automatically be saved to the mapped fields in Salesforce.


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You can view the chat transcripts under the parent section.


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Need help with this integration? Contact us via live chat or email us at support@acquire.io.


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