Capture new leads and turn prospects into customers without any hassle, keeping your CRM updated automatically.
Get more done with Tidio and Salesforce Integration
Sync customer conversations, contacts, and context between Tidio and Salesforce automatically.
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Overview
Bring customer conversations and CRM data together in one smooth flow. The Tidio and Salesforce integration automatically creates or updates contacts and saves conversation history as notes. Your team gets less manual work, cleaner data, and full context for every follow-up, all without changing how they work day to day.
Key features
- Automatically create and update Salesforce contacts from Tidio conversations
- Sync new subscribers and contact details to Salesforce
- Export chat transcripts as notes when conversations are marked as solved
- Map selected contact properties between Tidio and Salesforce
- Keep customer data organized inside your CRM
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Frequently Asked Questions
Common questions about Integration with Salesforce
What happens after I connect Tidio with Salesforce?
Customer conversations start feeding your CRM automatically. New contacts are created or updated, and conversation history is saved so your team always has context in Salesforce.
Do I need to manually export conversations?
No. Once a conversation is marked as solved, its transcript can be sent to Salesforce automatically as a note.
Can this integration fit our existing CRM setup?
Yes. You can choose which contact fields are synced, so Salesforce stays structured the way your team needs it.