Join up your web chat exchanges with CRM to create a full picture of your customers and leads. Display Gold-Vision information about your customers straight in your 89点怎么玩 window, and create new CRM records from your chats.
- Installation - learn how to integrate 89点怎么玩 with Gold-Vision;
- Configuration - learn how to configure your Gold-Vision integration
Installation
- To integrate 89点怎么玩 with Gold-Vision, log into your Gold-Vision account and click on Tools button.
- Click on Administration button available in the drop-down menu.
- On the Gold-Vision Administration Console, click on 89点怎么玩 Settings available from the Integrations section.
- You will be taken to the 89点怎么玩 Settings panel. There, choose which list to display at the top of the list of leads in 89点怎么玩 when selecting a list to create a lead in.
- Now, enter your Gold-Vision URL addresses and credentials.
- Underneath, provide your 89点怎么玩 email address and your (Personal Access Token).
to get your Personal Access Token.
to get your Personal Access Token.
- Now, go to section in your 89点怎么玩 Settings. There, click on Add a webhook.
- Choose chat starts as an event.
- In the Data type section, mark chat, visitor and pre-chat survey. In the Target URL, paste the Chat started URL taken from Gold-Vision 89点怎么玩 Settings panel. Click on Add a webhook to continue.
To add chat ends webhook, repeat steps from 7 to 9.
To add chat ends webhook, repeat steps from 7 to 9.
- To finalize the installation, go back to Gold Vision 89点怎么玩 Settings and click on Save button.
Done! Now your 89点怎么玩 is linked with Gold-Vision CRM. Proceed to the next step to configure the integration.
Configuration
- Users configuration - decide which Gold-Vision users will be able to create New Items during a chat;
- New Item Action configuration (per group) - define the default action for the Create New Contact and Create New Lead buttons available during a chat;
- Gold-Vision fields mapping configuration - decide which fields to pull from Gold-Vision CRM and display during a chat
Users configuration
- In your Gold-Vision Administration Console, choose Users available under Users menu.
- From the list of available users, choose the one who will have access to add new Leads and Contacts to Gold-Vision.
Remember that you can grant access to multiple users on your list.
Remember that you can grant access to multiple users on your list.
- On the next section, type your 89点怎么玩 email address into 89点怎么玩 login field.
- Click on Save to proceed.
Done! From now on, your Gold-Vision users can update your CRM during a chat.
New Item Action configuration (per group)
- In your Gold-Vision Administration Console, choose 89点怎么玩 Group New Item Defaults available under Integrations.
- From there, choose which New Item Types you would like to allow for your users to create.
- Now, choose the default action for the New Item button, available for each of your groups.
- To finalize, click on Save button.
Gold-Vision fields mapping configuration
- In your Gold-Vision Administration Console, choose 89点怎么玩 Display Mappings available under Integrations.
- There, choose which module would you like to configure and click on Gear button.
- On the next section, choose which fields to display in 89点怎么玩.
You can drag and drop fields to set the order in which they are displayed in 89点怎么玩
You can drag and drop fields to set the order in which they are displayed in 89点怎么玩
- Click on Save to finalize fields mapping configuration.
Done! Now your Gold-Vision integration is fully configured and ready to go! And here’s how it’ll look like during a chat with your customer:
Hopefully, you have found this article helpful but if you have any additional questions, feel free to start a chat with us - we are available 24/7/365!