NetSuite tawk.to Integration
Imagine seamlessly engaging with your customers through real-time chat while effortlessly syncing all interactions directly into your ERP system. Sounds like a game-changer, right? Let’s dive into how we achieved this for one of our clients with NetSuite-Tawk.to integration.
Client Portfolio
One of our Canada-based client sought our expertise to integrate their Tawk.to account with NetSuite.
Real-time customer interactions are crucial for their business, making it essential that they manage leads efficiently and improve online engagement. Apart from initiating a live chat with visitors, Tawk.to also assigns a resource to chat with visitors. By using Tawk.to’s live chat features, they monitor visitor behavior and initiate timely conversations, aiming to convert these interactions into valuable leads.
The client recognized that an integration with NetSuite would streamline their lead management process, find new customers, and ultimately increase sales.
Problem Statement
Our Canadian client faced the challenge of manually handling leads generated through Tawk.to. The manual handling posed risks of data entry errors and inefficiencies in their sales process.
They required a seamless solution to automatically sync visitor details from their website and store this information in NetSuite for lead conversion.
Suggestion
The client believed that by integrating Tawk.to with NetSuite, they could not only enhance their ability to identify and convert new customers but also significantly reduce errors during lead creation.
Additionally, the integration will also help them store the leads in NetSuite with a unique ID. This will ensure accurate tracking and management of their sales pipeline, leveraging NetSuite’s lead management system.
Integration Process
We designed and implemented a seamless Tawk.to-NetSuite sync for our Canadian client, enabling them to manage leads more effectively.
When a chat occurs in Tawk.to, the integration automatically sends the visitor’s details to NetSuite and creates a lead record. This record stores essential chat details and any information provided by the customer.
The integration also ensures that duplicate leads are avoided by creating only one lead per email address. If any errors occur during the lead creation process, the system captures these errors in a designated field for easy resolution.
The NetSuite-Tawk.to integration offers several key benefits:
- Efficiently handles leads generated through Tawk.to.
- Manages and logs errors during the lead creation process using NetSuite’s error handling capabilities.
- Check for duplicate leads before creating a new lead, prospect, or customer record. This ensures effective lead duplication prevention.
The following fields are created within the NetSuite custom record:
• Name
• Email Address
• Phone Number
• Lead Comments
