Olark is a live chat client that enables instant customer support or sales opportunities from browsing websites, emphasizing the human connection in sales roles. Bill Thompson, Olark's Guru of Customer Happiness, sought to automate manual tasks and improve efficiency. He uses ScheduleOnce for scheduling meetings and integrates it with HubSpot through Zapier, automating lead management tasks such as assigning leads, tracking follow-ups, and updating lead status. This automation has significantly improved his workflow and productivity. Additionally, Olark's live chat interactions are used to generate sales leads, which are then tagged with "Sales" and automatically added to HubSpot, enabling Bill to review the conversation and make informed sales decisions.