Salesforce
Sync tickets and messages between Salesforce and Atlas.
Overview
The Salesforce integration allows you to migrate all customer information, accounts, articles, templates, and workflows from Salesforce to Atlas. Transition from your legacy support system to a best-in-class support experience with ease. Our white-glove onboarding ensures that all your data is transferred seamlessly, and our training team supports your agents throughout the process.
How it works
Simply add your Salesforce API credentials within the Atlas app, and we’ll begin migrating all data. You can run the data sync multiple times, allowing your agents to train on real data before fully transitioning. Sync times may vary based on the volume of data being transferred.
Configure
To configure Salesforce with Atlas, go to App Configuration > Integration > Salesforce in Atlas.
Slack
Get notified and respond to customers directly from Slack for quick turnaround.
Sentry
See your customers’ technical issues right when they happen.
Linear
Send customer issues directly to Linear and get reminders to follow-up with customers when issues are resolved.
Jira
Create Jira tickets from Atlas and get reminders to follow-up with customers when Jira tickets are completed.
Segment
Add custom events and customer data from your existing Segment instrumentation.
HubSpot
Sync your customer data between Atlas and HubSpot.
Pipedrive
Sync your customer data between Atlas and Pipedrive.
Close
Sync your customer data between Atlas and Close.
Slack Connect
Track your customer requests in Slack Connect channels by converting Slack threads into tickets.
Retool
Help your customers by using your Retool dashboards without leaving Atlas.
Bubble
Help your customers by using your Bubble dashboards without leaving Atlas.
Aircall
Call your customers from within Atlas using Aircall. See all calls and transcripts in your customer timeline.
Dialpad
Call your customers from within Atlas using Dialpad. See all calls and transcripts in your customer timeline.
Twilio
Call, text, or WhatsApp your customers from within Atlas using Twilio.
Webflow
Chat with your customers and watch their sessions on your Webflow pages.
Shopify
View customer purchase history and sessions for your store in the customer timeline. Manage their orders from within Atlas.
Zendesk
Sync tickets and messages between Zendesk and Atlas.
Sync tickets and messages between WhatsApp and Atlas.
Zapier
Trigger workflows in Zapier with webhooks from our extensive API.
Discord
Manage and track Discord support requests seamlessly within Atlas.
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