This article will walk you through integrating Hello Bar into your SalesForce CRM to further manage and utilize the contacts that your Hello Bar popup collects.
Note that unlocking this feature requires upgrading to the Premium plan.
Let's get started!
Navigate to your Hello Bar account dashboard under "Contacts" and hit "New Contact List" (or edit an existing one)
Then add the contact list name and hit "SHOW ALL TOOLS".
Select "SalesForce" from the list.
Hit "Connect" then log in to your SalesForce account on the prompt.
Hit "Allow" on the next prompt.
And finally hit "Save".