Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and Salesforce Integration
Sync customer conversations, contacts, and context between Tidio and Salesforce automatically.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Salesforce
Create and update contacts automatically
Details from a Tidio conversation create a new Salesforce contact, or update the record that already exists.
Save chat transcripts as notes
When an agent marks a conversation as solved, its transcript is sent to Salesforce as a note.
Map only the fields you need
Pick which contact properties sync between Tidio and Salesforce so your CRM keeps the structure your team works in.
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
Salesforce
CRM
Tags
CRM
Sales Pipeline
Ticketing
How it works
Connect Salesforce in minutes
1
Connect your Salesforce account
Add the integration from the Tidio panel and connect Salesforce. No development work needed.
2
Map your contact fields
Choose which properties sync, and whether solved conversations are sent over as notes.
3
Let the CRM fill itself in
Contacts and conversation history reach Salesforce while your team keeps working in Tidio.
Discover more integrations
All Integrations
Turn customer conversations into Agile CRM contacts, right when interest is highest.
Turn chat conversations into Boostr deals and open them with the account already in view.
Turn chats into Capsule contacts and opportunities, and answer with the record in view.
Know which company you are talking to before the visitor has typed their name, using Clearbit.
Get inbound chats into Close as leads while a rep can still answer in minutes.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Salesforce integration
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.
Is the Salesforce integration available on my plan?
Yes. The Salesforce integration is available on all Tidio plans, including the free one. Compare plans to see what else each plan includes.