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.

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Administrator: Zack Jones