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Salesforce Integration

Coming Soon

Salesforce integration is currently in development. We're building the ability to automatically sync your TAB customer data to Salesforce.

What to expect​

When Salesforce integration launches, you'll be able to:

  • Automatically create records in Salesforce when someone chats with your agent
  • Sync contact information (name, email, phone) captured during conversations
  • Attach conversation notes so your sales team has full context
  • Map fields between TAB and Salesforce

Want to be notified?​

Send us a message at [email protected] and we'll let you know as soon as Salesforce integration is available.

In the meantime​

You can still capture and manage customer data in TAB:

See also​