LiveChat + Salesforce Essentials

Create leads in Salesforce Essentials when new LiveChat chats finish

Prep your follow-up workflows easily when you set up this integration. It automatically adds a new lead to your Salesforce Essentials account as soon as a new chat LiveChat concludes, no manual data entry necessary!

Prep your follow-up workflows easily when you set up this integration. It automatically adds a new lead to your Salesforce Essentials account as soon as a new chat LiveChat concludes, no manual data entry necessary!

  1. When this happens...
    LiveChatLiveChat
    Finished Chat

    Triggers when the chat is ended.

    TriggerInstant
  2. automatically do this!
    Salesforce EssentialsSalesforce Essentials
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
livechat logo
livechat logo

About LiveChat

LiveChat is the faster way to contact your customers. It is a web-based chat tool that lets you chat with your website visitors.
Learn more

Related categories

  • Customer Support
salesforce-essentials logo
salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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