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Capsule CRM + LiveChat

Create new Capsule CRM contacts from finished LiveChat chats

Turn your finished chats into valuable business relationships with this workflow. Whenever a chat is completed in LiveChat, a new contact is instantly created in Capsule CRM. This streamlining ensures no lead gets missed and cultivates more opportunities for effective follow-ups, thereby enhancing the customer interaction experience.

Turn your finished chats into valuable business relationships with this workflow. Whenever a chat is completed in LiveChat, a new contact is instantly created in Capsule CRM. This streamlining ensures no lead gets missed and cultivates more opportunities for effective follow-ups, thereby enhancing the customer interaction experience.

  1. When this happens...
    LiveChatLiveChat
    Finished Chat

    Triggers when the chat is ended.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Contact

    Creates a new Person or Organisation.

    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
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  • LiveChat triggers, actions, and search

    New Visitor in Queue

    Triggers when a visitor enters queue.

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
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About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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Related categories

  • CRM (Customer Relationship Management)

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livechat logo

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.

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