SnapEngage + Salesforce integrationSnapEngage chats in Salesforce, with the source attached
Your visitors chat in SnapEngage, but your sales and support teams work in Salesforce. We pull SnapEngage chat data into Salesforce as leads and cases, with the keyword and campaign behind each chat, so reporting shows what chat really brings in.
- New leads captured in Salesforce from SnapEngage chats, without manual entry
- Keyword and campaign data from paid campaigns on each chat lead
- Data captured for offline conversions in Google Ads and Microsoft Ads
900+ integrations completed · Salesforce partner · We sign BAAs
- • Chat
- • Chat transcript
- • Contact details
- • Chat conversation
Chats that stay in the chat tool
Out of the box, SnapEngage chats do not reach Salesforce the way your team needs them. Leads get typed in by hand or not at all, they lose their campaign, and nobody can see how chat affects sales and support.
What it does
What the SnapEngage + Salesforce integration handles
Three ways a chat becomes a lead
Automatically when the visitor enters a name or phone number in the chat before it ends, when an agent adds a tag, or with one click from the chat record.
Chat transcripts on the lead
The full chat transcript is saved as a custom activity on the lead, so whoever follows up can read the conversation first.
Opportunity tracking
Chat conversations can be tied to specific opportunities, so sales can gauge interest and plan the next step.
Automated case creation
Support chats can create cases in Salesforce, so your support team works them there together.
Keyword and campaign data
Keyword and campaign information from paid campaigns stored on each lead created from a chat.
Reports and dashboards
SnapEngage data in Salesforce reports, showing chat performance and its impact on sales and support, with campaign info on qualified and unqualified leads.
Offline conversions
The data needed to send sales that happen after the chat back to Google Ads and Microsoft Ads.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect SnapEngage to Salesforce.
AimingThe real thing
See it in Salesforce
Screenshots from a live Salesforce SnapEngage chat build, with every name, contact detail and ID replaced.
- 1Every touch on one timeline
Calls, texts, tasks, emails and chats in one activity feed on the lead, with the chat start and the saved transcript as their own entries.
- 2A record for every chat
Each chat saved on its own record, linked to the lead: visitor details, start and end times, website and referrer, the first message and the full transcript.
- 3No lead yet? One click
If the chat is not linked to a lead, the details are pre-filled from the chat and one click creates the lead and associates the chat.
Data that flows
SnapEngage + Salesforce integration: what gets sent, field by field
- ChatCreated as a lead or a case in Salesforce
- Chat transcriptSaved as a custom activity on the lead
- Contact detailsMapped field by field
- Chat conversationTied to the related opportunity
- Keyword and campaign
- Offline conversion dataFor Google Ads and Microsoft Ads
Five hidden tracking fields on every form, chat and call
First and last click, so you can see what started the journey and what closed it, plus the page the lead converted on.
- Landing page URLFirst click
- Landing page URLLast click
- Referring domainFirst click
- Referring domainLast click
- Converting page URLWhere the lead came in
See your own SnapEngage + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
SnapEngage + Salesforce integration: the hard parts, already solved
Sales or support
Sales chats become leads and support chats become cases, so each lands with the right team.
Qualified or not
Campaign info is kept on qualified and unqualified chat leads, so you see what each campaign really produces.
Sales after the chat
Sales that close later by phone or email can still be sent back to the ad platforms.
Custom needs
Other fields or rules you need can be added to the mapping.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the SnapEngage + Salesforce integration goes live
- 1
Free call
We look at how leads come in today and what you need to see, and where.
- 2
Mapping
Which events, fields and sources carry over, agreed before anything is set up.
- 3
Set up and test
Configured and tested with real calls, forms and messages.
- 4
Go live
Running in the background, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the SnapEngage + Salesforce integration is for
- Teams using SnapEngage on their website and Salesforce for leads and cases
- Marketing teams that need chat leads tied to keywords and campaigns
- Teams running Google Ads or Microsoft Ads that want offline conversions from chat leads
SnapEngage + Salesforce integration FAQ
Do chat leads keep their source?
Yes. Keyword and campaign data from paid campaigns are stored on each lead created from a chat.
Can support chats become cases?
Yes. Chats can create cases in Salesforce, so your support team can work them there.
When does a chat become a lead?
Automatically if the visitor enters a name or phone number in the chat before it ends, or when an agent adds a tag. Any other chat can be turned into a lead with one click, with the details pre-filled from the chat.
Have you done this before?
Yes. We have built SnapEngage integrations for many clients.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.