LiveChat + Salesforce

Create Salesforce leads from finished LiveChat chats

Easily turn your finished LiveChat conversations into new leads in Salesforce with this seamless workflow. It is triggered when a chat session ends in LiveChat, ensuring critical information gathered during customer interactions is automatically transferred to Salesforce as fresh leads. Stay organized and enhance your sales pipeline without manual data entry, enabling your team to focus on nurturing relationships and closing deals.

Easily turn your finished LiveChat conversations into new leads in Salesforce with this seamless workflow. It is triggered when a chat session ends in LiveChat, ensuring critical information gathered during customer interactions is automatically transferred to Salesforce as fresh leads. Stay organized and enhance your sales pipeline without manual data entry, enabling your team to focus on nurturing relationships and closing deals.

  1. When this happens...
    LiveChatLiveChat
    Finished Chat

    Triggers when the chat is ended.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
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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)

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