Freshchat Integration

Connect leads to agents and chat

Responding quickly to website visitors is becoming increasingly important in today’s sales. Because if you don’t engage with visitors when they’re interested, chances are they’re going to bounce off your site.

The Freshchat widget for Freshsales notifies you on incoming chats so you can connect to visitors without leaving the CRM. Use Assignment Rules feature in Freshchat to assign chats to a sales agent or group based on conditions, similar to territory management in Freshsales. This way you can ensure chats are routed to the right agents. Click on the notification, start messaging, and create new opportunities.

Sync chats to conversations

Centralizing communication with customers in your sales CRM is important if you want your sales reps to avoid juggling multiple tools. Which is why Freshchat messages are automatically saved and synced inside Freshsales.

Read chat messages from the first time you interacted with visitors so you can prepare and have relevant future conversations. Chats are saved in the Conversations module and in the lead’s or contact’s record.

Chats are also displayed in the activity timeline. Know history of interaction via phone, email and chat in one view.

Learn more about email and phone management.