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Syncing Sales Chat Transcripts in Real-Time with Zendesk Sell CRM and Stream Chat

Blog post from Stream

Post Details
Company
Date Published
Author
Keith C.
Word Count
1,364
Language
English
Hacker News Points
-
Summary

Integrating the Stream Chat API with Zendesk Sell can enhance real-time customer interaction by updating sales chat transcripts as conversations occur, thereby improving CRM capabilities. This process involves a front-end built with React and a back-end using Node.js to manage the chat flow, where chat messages are sent to a backend API that updates Zendesk Sell Lead descriptions. The tutorial illustrates the setup and configuration needed, including creating accounts with Stream and Zendesk, configuring OAuth settings, and setting environment variables. By following the outlined steps, users can construct a chat application that syncs messages to the Zendesk CRM, enhancing customer engagement by allowing sales teams to view and act on chat transcripts instantly.