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Use the extension alongside your CRM or other customer management platforms, such as HubSpot, Salesforce, Service Assistant, and more. With the extension, you can:
  • Find phone numbers displayed on a webpage
  • View existing Captivated conversations
  • Send messages directly from the extension
  • Start a new conversation
  • Add new contacts to Captivated

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Step 1: Install the Chrome Extension

Go to the Captivated Google Chrome extension in the Chrome Web Store. Select Add to Chrome. When prompted, select Add Extension. Once installed, Captivated will appear in your Chrome extensions.

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Step 2: Pin Captivated to Your Browser

For easier access to the extension:
  1. Select the puzzle piece icon in the upper-right corner of Chrome.
  2. Find Captivated in your extensions.
  3. Select the pin icon.
The Captivated icon will now remain visible in your browser toolbar.

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Step 3: Sign In to Captivated

Select the Captivated extension and enter your Captivated login credentials. Once you’re signed in, the extension can identify phone numbers displayed on the webpage you’re viewing. When phone numbers are detected, a blue indicator will show the number of contacts or phone numbers found on the page. Make sure to hit the puzzle piece and hit the push pin to add the extension to your bar. From there, you can open an existing Captivated conversation or select the green New Message button to start a message.

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Step 4: Send a Message

To send a message from the extension:
  1. Select the contact or phone number you want to message.
  2. Use the dropdown to select the Captivated Channel you want to send from.
  3. Enter your message in the Write a Message field.
  4. Select Send.
The conversation will also be available within Captivated, allowing you to continue communicating from either experience.

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Add a New Contact

You can also create a new Captivated contact directly from the Chrome extension.
  1. Select the blue person with a + icon.
  2. Enter the contact’s information.
  3. Scroll to the bottom of the form.
  4. Select Save.
Once saved, you can begin messaging the new contact through Captivated.

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Using the Extension With Other Platforms

The Chrome extension can be useful when your team spends most of the day working within another web-based system. For example, you can use it alongside:
  • HubSpot
  • Salesforce
  • Service Assistant
  • Other web-based CRM or customer management platforms
The extension identifies phone numbers available on the page so you can access Captivated messaging without leaving your current workflow.

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Need Help?

If you need help installing or using the Captivated Chrome extension, contact Captivated Support using the Support option in the left-hand menu or text 317.316.3600.