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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.

    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.