LiveAgent + Revamp CRM

LiveAgent + Revamp CRM integrations

Send new LiveAgent customers to Revamp CRM as new customers

Want to make sure your sales team also has access to your helpdesk customers? Bring them together by setting up this LiveAgent-Revamp CRM integration, after which every new customer you add on LiveAgent will also result in a new customer on Revamp CRM.

When this happens...
New Customer (Experimental)Triggers when a new customer is added to system. (uses API v3).
TriggerPolling
automatically do this!
Create PersonCreates a new person.
ActionWrite

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More things you can do with LiveAgent and Revamp CRM

Discover other triggers and actions you can use with LiveAgent and Revamp CRM

New Customer (Experimental)
Triggers when a new customer is added to system. (uses API v3).
Trigger
Polling
Try It
- Email Address
  Required
- Name of Group
  Required
Action
Write
- Email
  Required
- Name
- Gender
- Role
Action
Write
- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It

New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Type
- Completion State
- Assignee
Trigger
Polling
Try It

- Name
  Required
- Customer
  Required
- PipeLine
  Required
- Deal Stage
  Required
- Value
  Required
- Currency
  Required
- Expected Date Deal Ends
  Required
- Probability
- Owner Name
- Status
- Sales Region
- Product
- Deal Source
Action
Write
- Name
  Required
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Keyword
- Email Address
- Phone Number
- Tags
- Order Id
Action
Search
- Keyword
- Email Address
- Phone Number
- Tags
- Order Id
Action
Search

New Customer
Triggers when a new customer is added to system.
Trigger
Polling
Try It
- Department
  Required
- Email Address
  Required
- Subject
  Required
- Recipient Email
  Required
- Message
  Required
- Recipient Name
- CC Email Address
- Conversation Status
- Mail Messsage ID
- Do Not Send Mails
- Is Html Message
Action
Write
- Email Address
  Required
- Group Name
  Required
Action
Write
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Status
- Deal Stage
- Deal Product
- Deal Sales Region
- Deal Source
- Deal Name
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Polling
Try It
- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Polling
Try It
- Name
  Required
- Organization
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Person Name
- Person Email
- Message
- New Customer Type
- Disable Editing Note
- Created By
Action
Write
- Subject
  Required
- Type
  Required
- Customer
  Required
- Due on Date
  Required
- Due on Time
- Duration
- Assignee
- Note
- Is It Done?
Action
Write
- Deal Name
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Stage
- Deal Status
- Deal Product
- Deal Sales Region
- Deal Source
Action
Search

About LiveAgent

LiveAgent is the only customer support app you will ever need. Helpdesk, Ticketing, Automation, Live Chat, Call Center, FAQs, Support Portal, Facebook and Twitter monitoring... Plus, it works well with others like MailChimp, Highrise, AWeber, Google Analytics and 50+ more

HelpHelp

Related categories

Customer Support

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About Revamp CRM

Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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