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The purpose of this article is to provide a comprehensive overview of how to set Custom data mappings for MS Dynamics.
**Please be aware that in MS Dynamics Cloud, a configuration (adding a new field for example) should be published to make them available …
READ FULL ARTICLEThis article goes over how to set custom mappings and the default mappings set for Salesforce.
If you are using the Design Studio with the SalesForce integration and are looking to map over data, please follow the steps listed below to ensure you get the correct info mapped to your Salesforce account.
When editing a theme …
READ FULL ARTICLEThe purpose of this article is to provide a comprehensive overview of fields mapped to HubSpot by default.
The HubSpot integration updates a HubSpot Contact with two pieces of information by default: name and email. We also send a copy of the transcript and the transcript URL to the Contact timeline. There are a few other …
READ FULL ARTICLEThe purpose of this article is to provide a comprehensive overview of how to Gather additional information with the Design studio and map the fields onto your integration.
The design studio provides you with certain standard fields such as name, email, question, company and phone.
JavaScript variables must be identified with unique names.
They can be short …
The purpose of this article is to provide a comprehensive overview of how to add SnapEngage Data for Integration Custom Mappings. How to send data from SnapEngage to your CRM.
In this document, you’ll find descriptions for each field available in your Integration’s Custom Mappings under the “SnapEngage” Source Type, and how to use them:
Browser…
READ FULL ARTICLEThe purpose of this article is to provide a comprehensive overview of supported variables for use in integration mappings, shortcuts, and proactive chat.
Example:
{alias} for the agent alias
{phone} for the agent phone number
{js:xxx} for a JavaScript variable (where xxx is the name of the variable)
*You can use more than one variable if …
READ FULL ARTICLEThe purpose of this article is to provide a comprehensive overview of how t0 integrate SnapEngage with HubSpot.
You can configure SnapEngage to send chat transcripts and offline requests directly to HubSpot.
Follow the steps below to configure your HubSpot integration. Or check out an overview of HubSpot live Chat integration.