How do the chats in Olark sync in the CRM?
Once you complete an Olark chat with a website visitor, a new contact record is created in the CRM, and the entire Olark conversation is attached to it in the form of transcripts.
- If the visitor’s record already exists in the CRM, then the Olark chat is directly attached to the record with date and time details.
- If there are any case records related to the contact, the Olark transcript is attached to the case.
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