Chat

Chat

The option to allow your contact to interact with you via a live chat will increase your support and business efforts exponentially. Live chat is a must-have tool for your business. Here are just a few of the many benefits having a live chat will provide to you and your customers:

Olark

GreenRope's integration with Olark allows you to install a live chat system on your website, which synchronizes directly with your CRM.

Benefits of storing chats in your CRM:- Keep a record of all conversations- Engage marketing automation tools and CRM workflows- Incorporate chats in to lead scoring and predictive analytics. How does it work? It's easy! Just a few steps will set you up:

1. Set up your Olark account (Click here to setup your Olark account now)
2. Create your GreenRope group for your live chats (people who chat with you are automatically added to this group)
3. Go to your GreenRope Group Setup > Chat page and get your Olark Webhooks URL.
4. Go to Olark's Integration > Webhooks page and enter the URL from the GreenRope Chat instructions
5. Install your Olark Chat code on your website

We recommend you set it up so that every chat automatically updates your CRM. Be sure all of your chat operators use a valid email address that match the email addresses they use in your GreenRope account so we can properly assign the chats to the right contacts.