November 20,2019 By Jason Deegan

RambleChat & Salesforce Integration 2.0

RambleChat Releases Salesforce 2.0 with Auto-Sync

ATLANTA — November 20th, 2019 — RambleChat, a leading Sales & ABM Chat platform, announced it's latest integration with Salesforce to help sales and marketing easily track leads and conversations sourced from RambleChat.  Version 2.0 adds Auto-Lead & Contact creation without any intervention from marketing or sales.

We are excited to announce our latest uptick to the RambleChat + Salesforce integration - 2.0.  The newest release more easily syncs conversation history, contacts and lead data directly into Salesforce.  In addition to the Auto-Sync, RambleChat provides options to manually assign only qualified conversations or those selected by sales.

“We continuously strive to create the most user friendly and powerful ABM chat technology on the market - this latest integration takes us closer to our end goal,” said RambleChat's Vice President of Product Management, Jason Deegan.

Create Leads Or Contacts In Salesforce That Originated From RambleChat

Connecting your Salesforce account to Ramble is a great way to feed chat conversations into your CRM. Ramble will create new or update existing leads & contacts with all the relevant parts of a chat conversation, including the full transcript. Additionally, Ramble also allows you to include in the linkage which of your campaigns drove the chat. The integration works in two ways, either:

  • Manual - At the conclusion of each chat, Ramble provides a metaphor for the user to find existing or create a new lead or contact to push the entire chat history in to Salesforce.
  • Automatic - At the conclusion of every chat, the system will automatically create a new contact in Salesforce.

New leads derived from chat can be automatically sent to Salesforce so your CRM remains the single version of truth.

Once a conversation is finished, RambleChat can automatically create a lead or contact if that person doesn’t exist in Salesforce.

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Auto-Sync all Conversations: Qualified or Not

The market spoke, and we listened!  Some customers prefer that only qualified conversations be synced with their CRM, and others prefer to have all conversations and all data loaded into Salesforce for mining and analysis.  RambleChat now provides both options:

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Ready to explore the RambleChat offering? Book a demo now!

 

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About RambleChat

RambleChat is an innovative chat technology dedicated to Sales, ABM, and Outbound Chat. Headquartered in Atlanta, supporting customers in over 20 countries around the globe, Ramble’s chat platform creates accelerated sales conversations by extending chat anywhere online. Now sales can meet buyers at the moment of interest with RambleChat’s patent-pending Chat from Anywhere TM. RambleChat is making it easier than ever for sales-driven ecosystems to embed robust chat functions including ABM Chat, Outbound Messaging, Sophisticated Routing, and AI Chatbots into their sales process.