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LiveChat + Salesforce

Create Salesforce contacts from new LiveChat chats

When a new chat is initiated in LiveChat, this workflow creates a contact in Salesforce instantly. It's an efficient way to ensure all your customer details are neatly stored and organized in Salesforce, eliminating manual data entry and saving time to focus on building customer relationships. Perfect for businesses looking to streamline their customer relationship management process.

When a new chat is initiated in LiveChat, this workflow creates a contact in Salesforce instantly. It's an efficient way to ensure all your customer details are neatly stored and organized in Salesforce, eliminating manual data entry and saving time to focus on building customer relationships. Perfect for businesses looking to streamline their customer relationship management process.

  1. When this happens...
    LiveChatLiveChat
    New Chat

    Triggers when the chat is started.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact 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 chats

 

  • Create Salesforce records from new LiveChat chats
  • Create Salesforce leads from new LiveChat tickets

 

  • Create Salesforce leads from finished LiveChat chats