Integrate Salesforce with Hiver

Automate routing and triaging in Hiver using Salesforce data. Easily sync conversation history, and view, update, or create Salesforce records, including custom objects–right from Hiver

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Integrate Salesforce with Hiver

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Sync Salesforce in seconds. Cut the back-and-forth.

Bring customer data inside Hiver

Fetch customer data from Salesforce to Hiver—contacts, company, deals, and any custom object. View, update, or create records in Salesforce right from the comfort of your inbox.

Bring customer data inside Hiver
Automate workflows with customer data

Access customer data faster

Access important customer information quickly by leveraging smart search and suggestions. Hiver AI will automatically detect certain keywords from the conversation to suggest the correct standard objects, such as Opportunities, Accounts, Cases, Leads, and Contacts. 

Automate workflows with customer data

Build workflows that leverage data (like account owner, VIP status, or any custom object) synced from Salesforce to automatically trigger SLAs, send responses, categorize conversations, and route them to the right owner. You can also sync Hiver data, such as conversation history and customer sentiment, to trigger workflows in Salesforce.

Automate workflows with customer data
Go live in a single click

Go live in a single click

For smooth onboarding, enjoy Hiver’s one-click authorization. Skip creating a ‘Connected app’ in Salesforce and use one-click authorize to provide the necessary permissions. That’s all it takes to get started with your Salesforce integration.

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“With Hiver, we've stopped missing emails, and I have better visibility into their resolution. It's essentially like having an additional person on my team.”

Nathan Strang, Ocean Freight Operations Manager

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“We scrolled through inboxes weekly, to ensure nothing was missed. Missing even one email leaves a bad taste for learners. Hiver ensures that doesn’t happen.”

Emma Minnis, Interim Manager of Student Success

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“Our team operates more seamlessly with Hiver, leading to less back-and-forth. This has improved our accuracy and speed in processing vendor payments.”

Jill Tarnoff, Sr. AP Specialist at Ping Identity

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“I get visibility into the volume of emails, and the types of issues. I can now ensure that operational tasks are accomplished faster”

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“Hiver is extremely easy to use. We hit the ground running right from day one. Also, their customer service is simply fantastic!”

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50%

decrease in email resolution time

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90%

increase in productivity

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65%

reduction in resolution times

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100%

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100%

increase in

productivity

Frequently Asked
Questions

Integrations help connect your app with other business software, enabling seamless communication, data sharing, and workflow automation. Hiver is an AI-powered customer service platform that offers out-of-the-box integrations with over 100 tools like Salesforce, Jira, Okta, QuickBooks, WhatsApp, and more. It also allows admins and developers to build custom integrations using the Hiver API, tailored to the tools their teams already use.

 Integrating Hiver with a CRM tool allows automatic access to customer interactions and two-way data sync. Hiver integrates with CRM tools like Salesforce, HubSpot, Pipedrive, Copper and more, so you can assign conversations to agents accurately based on CRM data, saving time and effort spent on manual routing.

API integration allows developers to programmatically access and sync conversation data with other software. Hiver’s API will enable developers to build custom integrations and workflows with tools and apps tailored to their specific needs.

By integrating your customer service platform with other tools, teams can access all necessary information without switching between platforms. Hiver offers out-of-the-box and API-based integrations with several tools and apps, helping teams streamline communication, exchange data, and automate workflows—thereby boosting overall productivity.

Look for a solution that supports integration with the tools your business already uses or plans to adopt. It should offer flexibility, ease of setup, reliable support, and strong security features to protect your data. Additionally, automating workflows and providing insights into team performance can be highly beneficial.

Hiver is a powerful AI customer service platform that integrates with over 100 apps such as Salesforce, HubSpot, QuickBooks, Okta, Jira, and more. This enables businesses to manage customer service, finance, HR, and IT operations directly from a single interface—streamlining workflows, enhancing team productivity, and improving response times to customer queries.

Hiver offers a familiar inbox-like interface that reduces the learning curve for teams. Its integrations can be set up in one click and are compatible with various tools, such as Aircall, WhatsApp, Salesforce, and more. Hiver’s capability for custom integrations via APIs makes it a versatile choice for businesses looking to deliver stellar support across channels.

To start with Hiver’s API, developers or admins must generate an API key from the developer section in Hiver’s admin panel. Click here for detailed steps. Then, to build custom integrations using the key, refer to Hiver’s API documentation.

Absolutely, feel free to email our support team at support@hiverhq.com or start a chat with our team by heading over to https://help.hiverhq.com/

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