Olark Integration with Pipeliner CRM

Use Olark’s chat software to talk with customers in real time — then trap the information in Pipeliner CRM for ongoing relationship building.

CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. service and CRM should be intimately tied together. Benefits come down to your approach to serving customers. Online chat is an effective means for anyone interested in your productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. or service to immediately interact- and Olark is a great tool for this.

Once an Olark chat completes, creating records in Pipeliner CRM is automatic. Each customer interaction lives on the contact record evermore, so that Sales, Support, MarketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase., and Management can be aware of that interaction.

About Olark

Olark is chat software that lives on your Website and helps you talk to customers in real time. The power of online chat is in immediately giving customers the answers they seek, while gaining rich insights into their buying behaviors.

Adding the Olark – Pipeliner CRM connector eliminates any manual entry of dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning., thus freeing your Support and Sales teams of busy work — and more importantly, providing a comprehensive picture of customer interactions with your company at every stage of the buyers journey.

Key Features by Integrator

Pipeliner to Olark Integration by Zapier

Zapier lets you connect apps together to help automate tedious tasks between two apps with TriggersTriggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale., Searches, and Actions. Read more…

Zap Triggers for Pipeliner:

New Message Instantly: Triggers once for each message when we get a transcript. New Transcript instantly: Triggers once when we get a new transcript.

Zap Searches for Pipeliner:

There is no search in Olark with Zappier just yet, they are working on it.

Zap Actions for Pipeliner:

There are no actions for Olark with Zappier, but they are working on it.

Integration Developer
Connect App to Pipeliner CRM Now

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company..