Olark provides a service that enables organizations to embed live chat on their websites.
itDuzzit can be used to send your Olark chat transcripts to other systems using the Olark Webhook integration. For example, you can send your Olark transcripts to your CRM to automatically create leads and notes.
We currently support Olark integration with several cloud applications via our Cloud-to-Cloud configurator. We also have out-of-box integration (i.e. no configuration required) between Olark and Capsule CRM. If you are interested in other integrations, let us know.
On this page:
- Configuring Olark
- Connecting Olark to a CRM using the Cloud-to-Cloud Editor
- Connecting Olark to Capsule CRM
- Creating a custom Olark webhook
Browse the Duzzit Libary for Olark Solutions →
Configuring Olark
To configure Olark to send chat transcripts to itDuzzit, you must configure a Webhook integration. A Webhook integration tells Olark to send the transcript to a third party service at the specified URL.
Go to the Olark integrations page and enter a Webhook URL (further down we’ll tell you what URL to use).
You can optionally have Olark send every transcript, or only those specific transcripts for which the “!lead” command was entered. Note that you can only connect to one integration at a time.
Since we are sending data to a CRM, its good to know the user’s name and email. In Olark, you can make these required on the Pre Chat settings.
Once, you’re all configured, you can click the Send a Test button in Olark and then check your itDuzzit logs page to make sure everything is working OK.
Olark to Any CRM using the Cloud-to-Cloud Editor
The Cloud-to-Cloud editor lets you easily configure where to send Olark chat transcripts. Watch this video:
To enable Cloud-to-Cloud integrations for Olark, create a webhook integration in Olark using the following URL:
Where YOUR_TOKEN is your itDuzzit API token, which can be found your account page.
You can only specify one webhook integration in Olark, but with itDuzzit, you can create multiple Cloud-to-Cloud integrations.
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Olark to Capsule CRM Integration
The Olark to Capsule CRM integration automatically creates and updates contacts in your Capsule CRM account. Each chat transcript is added as a note to the contact in Capsule. To activate this integration, paste in the following URL on the Olark Webhook Integrations page:
Where YOUR_TOKEN is your itDuzzit API token, which can be found your account page.
And don’t forget to connect your itDuzzit account to Capsule CRM on the itDuzzit connections page.
Creating a custom Olark webhook
To create a custom Olark webhook handler, copy the Olark webhook sample to create your own and the use the Duzzit Editor to customize it. To determine the Webhook URL, select the “Get as: API” link and be sure to check the box to include your itDuzzit API token in the URL.
