Enterprise CRM with
Salesforce.
Create leads, cases, and tasks in Salesforce directly from EzyConn. Streamline your support and sales workflows.
How the Salesforce live chat integration works
A chat happens on your website, and the record appears in Salesforce. Nobody retypes anything.
Connect your org
Authorize EzyConn against your Salesforce org from the dashboard. Sandbox first if your admin wants to test the field mapping before it touches production. Sensible.
Choose what gets created
Sales chats become Leads with name, email, and the page they were reading. Support chats become Cases with the transcript attached. Follow-ups become Tasks assigned to the right owner.
Work your pipeline
Records show up in the queues and list views your team already uses. Reps see the full conversation on the record, so the first call doesn't start with questions the visitor already answered.
Chats are leads. Treat them like it.
A visitor who opens a chat on your pricing page is telling you something. But in most setups, that conversation lives in the chat tool and your CRM never hears about it. The rep who could close the deal doesn't know it happened, and the follow-up depends on an agent remembering to forward a transcript. We've seen good leads die exactly this way.
With the Salesforce integration, lead capture happens as a side effect of the conversation. The AI chatbot qualifies visitors first, asking what they need and collecting contact details, so what reaches Salesforce is a lead with context, not just an email address. And because the bot runs on GPT-4o and Claude and speaks 50+ languages, that qualification happens at 3 AM in Portuguese just as well as at 3 PM in English.
Your agents, meanwhile, answer chats from wherever they already work: Microsoft Teams, Slack, Zoom, or Google Chat. Salesforce gets the record either way.
Who gets the most out of Salesforce live chat
Sales teams use it to stop leaking pipeline. A visitor who chats on your pricing page becomes a Lead in the same queue your SDRs already work, deduped against existing Contacts so you're not creating a second record for an account you already know. Route it through your Salesforce queues and the lead has an owner before the chat even closes.
Support teams point the same integration at Cases, with the transcript, the page the customer was on, and the AI's first reply all attached to the record so nobody starts cold. RevOps gets the part that usually goes missing: chat-sourced Leads and Cases land in the same reports as everything else, so you can finally see how much revenue starts in a chat window. Full plan details are on the pricing page.
Salesforce integration FAQ
What Salesforce objects can EzyConn create?
Leads, Cases, and Tasks. You decide which chats create which object, so a question from an existing customer opens a Case while a new visitor on your pricing page becomes a Lead.
Does the chat transcript come along?
Yes. The conversation syncs to the record, so anyone opening the Lead or Case can read exactly what the visitor said, which page they were on, and how the AI or agent responded.
Is this suitable for a compliance-conscious org?
EzyConn's enterprise tier is built for SOC 2, ISO 27001, and HIPAA readiness, which tends to satisfy the same security reviews your Salesforce org already passed.
What does it cost to get started?
The free plan includes 2 seats and 100 AI conversations a month with no vendor branding on the widget. Pro is $25/mo and Unlimited is $95/mo; see the pricing page for what each includes. If you're comparing tools, our EzyConn vs Intercom breakdown covers the CRM angle too.
Get every chat into your pipeline
Connect Salesforce in minutes and stop losing leads between tools.
Connect SalesforceFree plan available. Compare tiers on the pricing page.