By integrating your AppExchange Chat program account with your Marketing Automation, Data Enrichment, or your business communication platform you're able to specifically target your visitors with uniquely designed experiences just for them on your listing as well as alert your sales team to qualified leads immediately.
We'll guide you through connecting your AppExchange Chat to the following systems:
The first step in using Salesforce Pardot with your AppExchange Chat program is to connect the two systems. We recommend creating an identity user in Pardot just for AppExchange Chat.
Now that you’re connected to Pardot, learn more about setting up your Pardot Dynamic tracking to allow AppExchange Chat to identify those visitors already cookied by your Pardot instance.
Marketo is a marketing automation platform used to help automated the process of engaging with your customers and prospects through multiple digital channels.
4. Press "Connect to Marketo" to see the modal below appear
Now that you’re connected to Marketo, learn how to create Leads in Marketo right from AppExchange Chat.
HubSpot is an inbound marketing and sales platform that helps companies to attract visitors, convert leads and close customers by having all of your most important customer and prospect information in one place.
We’ll guide you here on how to connect to HubSpot so that AppExchange Chat can alert your team to HubSpot known contacts viewing your AppExchange listing.
Now that you’re connected to HubSpot, learn how to map your Contact information to AppExchange Chat.
AppExchange Chat comes fully integrated with data enrichment technology. Data enrichment gives you more information about who your visitors are based on the email address provided by them in AppExchange Chat. As soon as an email address is given, AppExchange Chat will automatically enrich the rest of your data to give you a full picture of who the visitor is that is on your listing as shown below.
Your AppExchange Chat program account will automatically be set up to use Data Enrichment. Talk with your Qualified Consultant or the AppExchange Chat support team to find out more.
AppExchange Chat will also come with reverse IP technology and needs to collect no additional information about your listing visitors in order to give you valuable insights about who they are. The IP address of the person on your listing will be used to show you information about the company the visitor works for including company name, headquarters, and employee size.
Your AppExchange Chat program account will automatically be set up to use reverse IP technology. Talk with your Qualified Consultant or the AppExchange Chat support team to find out more.
AppExchange Chat integration to Slack helps you instantly alert your sales reps when certain prospects arrive on your listing so they can quickly take action and start a conversation.
How it works:
To connect to Slack:
Once you’re connected to Slack you can work with your AppExchange Consultant to configure your Slack alerts based on the experiences you're building for your team.
Within Slack your alerts will start to appear in the channels and directly to the reps that you’ve selected, which will look similar to what you see below. Click on “View in Qualified” to go directly to the visitor in Qualified.
If your company uses the Microsoft 365 suite most likely you’re also using Microsoft Teams to keep your team connected via chat. Microsoft Teams is a collaborative workspace within the Microsoft suite that works as your internal business chat tool.
AppExchange Chat integrates with Microsoft Teams to allow for your most important insights and signals from your listing to flow into your company chat rooms.
To connect with Microsoft Teams:
5. When the Microsoft authorization pop up appears you’ll want to enter in your Microsoft email address that’s tied to your company Outlook account.
6. Accept the screen asking to access your Microsoft Teams information so that we can pull in the Teams that you have authorization to add alerts to
7. Leave Qualified.com and Open up Microsoft Teams
8. Login to Microsoft Team using an administrator account
9. Navigate to your app library and click “Upload a custom app” and then click on the Manifest zip file provided by your Qualified Consultant or the AppExchange Chat support team
10. After the app has downloaded, click on it to open it
11. Select the Qualified application and click “Add to a Team”
12. Enter a team/channel name you wish to receive alerts in
13. Select the “Set up a bot” button
You will see a welcome message appear in the “General” channel for the team you added the bot to. This message is always sent to the “General” channel, and not any other channels for the selected team.
After you've successfully connected to Microsoft Teams you'll also want to work with your AppExchange Consultant to set up your alerts within your experiences. This will tell us when you'd like to alert your sales team within Teams of certain visitors on your listing.
By integrating your AppExchange Chat program account with your Marketing Automation, Data Enrichment, or your business communication platform you're able to specifically target your visitors with uniquely designed experiences just for them on your listing as well as alert your sales team to qualified leads immediately. If you have questions regarding any of these integrations we went over today, please reach out to your AppExchange Senior Consultant, or the AppExchange chat support team.
Continue in your education with AppExchange Chat: