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Hipmob - Salesforce Integration


Overview

Hipmob provides hosted live chat for mobile applications. You sign up with us, we give you a code, you download our library, you integrate it into your app, and you can then talk to your users, figure out what they want and what problems they are having, and make them happy. No servers, no extra steps or code to write, wherever the users are, you get to focus on what you do well. This document covers integrating Hipmob with your Salesforce account.

Integration Screen

Visit the Integrations tab in your Hipmob account.

Figure 1: the Integration tab

Once there, click the Configure button to open the Salesforce integration screen. If you've not configured it yet, the button will be gray.

Figure 2: the Salesforce configure button

The configuration screen will show: from here you can securely connect to your Salesforce account. Just click the Connect button to start the process.

Figure 3: the Salesforce configuration screen and connect button

Grant Salesforce Access

You will be redirected to your Salesforce account to grant access: if you aren't logged in, you'll need to log in first to complete the process.

Figure 4: Salesforce login screen

Once you're logged in, you can click the Allow button to securely connect to Hipmob. You will be automatically redirected back to your Hipmob account.

Figure 5: Salesforce permission screen

Completing the Configuration

If you clicked Allow, when you return to Hipmob the connection information will be automatically saved. You can choose to automatically submit all chats to Salesforce by checking the box and then clicking Save. You're all set!

Figure 6: Completed configuration

The Salesforce button will turn green if the connection was successfully set up and you enabled automatic Salesforce submission. If the connection was successfully set up but you didn't enable automatic submission then it will turn blue.

Figure 7: integrations page with Salesforce integration active but not automatic

Creating Salesforce Leads

Once you're in a chat you can type the command #salesforce at any time to create a Salesforce lead. This will create a new lead in Salesforce with the collected information from the chat, and then attach the transcript as an activity record. A link will be automatically returned that will let you open the newly created Salesforce lead and add any additional information.

Figure 8: creating a Salesforce lead

And you're done. If you enabled automatic submission then at the end of every conversation a Salesforce lead will be automatically created (if you did not manually create one with the #salesforce command).

Figure 9: reviewing the Salesforce lead

Figure 10: reviewing the Salesforce activity record