CRM integration

WhosOn offers rich integration into the leading CRM systems, including Microsoft Dynamics, Salesforce, and HubSpot.

By syncing data back and forth from chat to CRM, you enrich both your customer service and your customer records. Here’s what you need to know:

• WhosOn offers a global Azure service that provides integration to multiple CRM systems

• When enabled (via the portal), WhosOn can send chat data to the CRM service

• This can be automatic, or the user can select to upload a chat during the session

• This process can also work in reverse, with CRM data pulled into customer chats

• You can also use chat sessions to auto-create CRM leads, via WhosOn analytics