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LiveChat + Salesforce

Create Salesforce records from new LiveChat chats

Effortlessly manage customer interactions by connecting LiveChat and Salesforce with this seamless workflow. When a new chat occurs in LiveChat, a record will be created in Salesforce, ensuring all relevant information is stored in one central location. This automation not only saves time but also helps your sales team stay up-to-date with customer inquiries and maintain strong relationships.

Effortlessly manage customer interactions by connecting LiveChat and Salesforce with this seamless workflow. When a new chat occurs in LiveChat, a record will be created in Salesforce, ensuring all relevant information is stored in one central location. This automation not only saves time but also helps your sales team stay up-to-date with customer inquiries and maintain strong relationships.

  1. When this happens...
    LiveChatLiveChat
    New Chat

    Triggers when the chat is started.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

  • 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 Visitor in Queue

    Triggers when a visitor enters queue.

    Trigger
    Instant
    Try It
    • History ObjectRequired

    Trigger
    Polling
    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.

Related categories

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Triggers & Actions