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LiveChat + Salesforce

Create Salesforce leads from new LiveChat chats

Easily capture valuable leads from your live chats with this efficient workflow. When a new chat occurs in the LiveChat app, a lead will be created in Salesforce, streamlining your sales pipeline and ensuring you never miss an opportunity to connect with potential customers. Simplify your lead generation process and stay organized with this seamless automation.

Easily capture valuable leads from your live chats with this efficient workflow. When a new chat occurs in the LiveChat app, a lead will be created in Salesforce, streamlining your sales pipeline and ensuring you never miss an opportunity to connect with potential customers. Simplify your lead generation process and stay organized with this seamless automation.

  1. When this happens...
    LiveChatLiveChat
    New Chat

    Triggers when the chat is started.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • LiveChat triggers, actions, and search

    Chat Changed

    Triggers when the tag list for a particular chat was changed.

    Trigger
    Instant
    Try It
  • LiveChat triggers, actions, and search

    New Chat

    Triggers when the chat is started.

    Trigger
    Instant
    Try It
  • LiveChat triggers, actions, and search

    New Visitor in Queue

    Triggers when a visitor enters queue.

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • LiveChat triggers, actions, and search

    Finished Chat

    Triggers when the chat is ended.

    Trigger
    Instant
    Try It
  • LiveChat triggers, actions, and search

    New Ticket

    Triggers when the ticket is created.

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It

    • History ObjectRequired

    Trigger
    Scheduled
    Try It
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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
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Related Zap Templates

  • Add leads in Salesforce when new LiveChat chats end
  • Create Salesforce leads from new LiveChat tickets

 

  • Create Salesforce records from new LiveChat chats
  • Create Salesforce contacts from new LiveChat chats

 

  • Create Salesforce leads from finished LiveChat chats