Features We added a brand new integration and completely revamped the mobile experience! Read on to learn what we added this July. HubSpot Integration – We now have a sweet direct integration into HubSpot’s free CRM! From the Integrations tab on your Account page, you will now see a HubSpot option. Enabling this will connect Pure Chat with your HubSpot account. When it’s connected, you will know if the person you are chatting with is a contact in HubSpot. If they aren’t, you can add them without leaving your Pure Chat dashboard! You can also export the chat transcript into their...Read More
Author: Robert Nelson
Are chats coming in like a wrecking ball? It’s a great problem to have, but how do you manage them all? I’m here to share some tips we use on the Pure Chat support team that helps us manage a high volume of chats efficiently, while still providing excellent customer service to everyone. Organize the madness. Do you have five chats at one time? 10? 15?! You can’t respond to all of them at once. At the same time you don’t want to get caught up on one conversation. Respond to a user, then move onto the next customer...Read More
You guys are the best, so we make sure to keep adding new features as a thank you for being so awesome. We’ve been hard at work over the last couple of weeks and wanted to share what we’ve been doing. And I know you think we’re perfect (don’t laugh), but we did find some bugs. Here’s what we updated. November Updates Did a random nerf gun fight just break out in your office just as a chat came in? Not to worry! If no one on your team responds to a chat quick enough, you can set a time...Read More
By popular demand, Pure Chat now includes an Infusionsoft integration for easily exporting chats and visitor information into your CRM account. The integration works by connecting your Infusionsoft account to Pure Chat. When a chat ends, you’ll have the option to export the transcript to a new or existing Infusionsoft contact. We hope this new feature makes it even easier for sales and support professionals to manage their day-to-day customer interactions. How to Enable Infusionsoft for Pure Chat The new Infusionsoft settings are found under Account and then Integrations in Pure Chat. Select a chat box for which you’d like to...Read More
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