What syncs
What the Salesforce integration does
- Leads and contacts
- Cases from support chats
- Activity history
- Custom field mapping
How teams use it
In practice
- AI agents qualify a lead, then create or update the CRM record
- Conversation summaries are logged against the contact
- The copilot shows the CRM record next to the chat
- Owner assignment keeps the right salesperson in the loop
Set up
Connect Salesforce
- STEP 01
Open Integrations
In your workspace, go to Settings → Integrations and choose Salesforce.
- STEP 02
Sign in
Authorise ChatRhino with your Salesforce account and enter your instance url.
- STEP 03
Choose what syncs
Pick the objects and events to sync, then test the connection.
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