Tawk.to + Salesforce integrationTawk.to chats in Salesforce, transcript and all
Tawk.to is where the conversation starts, but your team follows up in Salesforce. We save every chat in Salesforce on its own record, link it to the lead, and create the lead when the chat is worth one.
- Every chat saved in Salesforce with the full transcript
- Chats linked to the lead and shown on its activity timeline
- New leads from chats, automatically or in one click
900+ integrations completed · Salesforce partner · We sign BAAs
- • Chat
- • Chat transcript
- • Visitor details
- • Website and referrer
Conversations nobody can find later
When chats stay in Tawk.to, the person calling the lead back has never seen the conversation. Details get asked twice, good chats never become leads, and nobody can tell what chat actually brings in.
What it does
What the Tawk.to + Salesforce integration handles
A record for every chat
Each chat saved in Salesforce with the visitor details, start and end times, website and referrer, the first message and the full transcript.
On the lead timeline
The chat start and the saved transcript show in the lead activity feed, next to calls, texts, tasks and emails.
Transcript as a custom activity
The full transcript is saved as a custom activity on the lead, so whoever follows up can read the conversation first.
Leads created automatically
A chat becomes a lead when the visitor enters a name or phone number before the chat ends, or when a tag is added.
One click for the rest
Any chat not linked to a lead can become one with a click, with the details pre-filled from the chat.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect Tawk.to to Salesforce.
AimingThe real thing
See it in Salesforce
Screens from a live Salesforce Tawk.to 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
Tawk.to + Salesforce integration: what gets sent, field by field
- ChatSaved on its own record, linked to the lead
- Chat transcriptSaved as a custom activity on the lead
- Visitor detailsName, phone and email when given
- Website and referrer
- Chat tagsUsed to decide which chats become leads
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 Tawk.to + 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
Tawk.to + Salesforce integration: the hard parts, already solved
No name or phone
Chats without contact details are still saved, and can be turned into a lead with one click.
Tagged chats
A tag added in the chat is enough to create the lead, even without contact details typed in.
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 Tawk.to + Salesforce integration goes live
- 1
Free call
We look at how chats come in today and what your team needs to see in Salesforce.
- 2
Mapping
Which chat details and fields carry over, and when a chat becomes a lead, agreed first.
- 3
Set up and test
Configured and tested with real chats before your team relies on it.
- 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 Tawk.to + Salesforce integration is for
- Teams using Tawk.to on their website and Salesforce for leads
- Admissions and sales teams that follow up on chats by phone
- Managers who want every chat on the lead record, not just in the chat tool
Tawk.to + Salesforce integration FAQ
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 a tag is added. Any other chat can be turned into a lead with one click, with the details pre-filled from the chat.
Where does the transcript go?
It is saved on the chat record and as a custom activity on the lead, so it shows on the lead timeline.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.