Salesforce Integration by Kayako Solutions

Provide superior customer support by integrating Kayako with Salesforce CRM. View the SF account and contact info in Kayako while having the Kayako ticket info at your fingertips in Salesforce.

- access Salesforce CRM information directly from Kayako: view and update Salesforce CRM record types, such as Accounts, Contacts and Leads on the Kayako user profile; customize which fields from each Salesforce CRM record type will appear in Kayako; create Salesforce tasks and contacts from Kayako, using the Add Note tab.

- access Kayako data from Salesforce CRM: view Kayako ticket activity from Salesforce CRM (the Activity History section).

- employ Salesforce’s advanced analytic tools to analyze Kayako tickets.

- enjoy the benefits of Live chat synchronization between the systems.

- create reports on combined data from Salesforce CRM cases and Kayako tickets.

- make sure your employees have all the information they need at their fingertips to communicate and engage with customers in the most efficient manner.

• Your organization must use either Enterprise Edition, Unlimited Edition, or Developer Edition.