LiveAgent + Revamp CRM

Send new LiveAgent customers to Revamp CRM as new customers

When this happens
Step 1: New Customer (Experimental)
Then do this
Step 2: Create Person

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.

How It Works

A new customer is added on LiveAgent
Zapier automatically adds a customer on Revamp CRM

What You Need

LiveAgent account
Revamp CRM account

Try this template

Supported triggers and actions

What does this mean?

New Customer (Experimental)
Triggers when a new customer is added to system. (uses API v3).
Trigger
Scheduled
New Customer
Triggers when a new customer is added to system.
Trigger
Scheduled
Add Customer to Group
Add customer to group.
Action
Write
Create Conversation
Creates new conversation.
Action
Write
Add New Customer
Adds new contact/customer to system.
Action
Write

Remove Customer From Group
Removes customer from particular group.
Action
Write
Person Matching Filter
Triggers when matching people with this criteria.
Trigger
Scheduled

Deal Matching Filter
Triggers when matching deals with this criteria.
Trigger
Scheduled

Revamp CRM
Triggers when a new customer is created.
Scheduled
Trigger
Revamp CRM
Triggers when a new deal is created.
Scheduled
Trigger
Revamp CRM
Triggers when a new task is created.
Scheduled
Trigger
Revamp CRM
Triggers when matching organizations with this criteria.
Scheduled
Trigger
Revamp CRM
Triggers when matching tasks with this criteria.
Scheduled
Trigger
Revamp CRM
Creates a new person.
Scheduled
Action
Revamp CRM
Creates a new Deal.
Scheduled
Action
Revamp CRM
Creates a new note.
Scheduled
Action
Revamp CRM
Creates a new organization.
Scheduled
Action
Revamp CRM
Creates a new Task.
Scheduled
Action
Revamp CRM
Finds an existing Person.
Scheduled
Action
Revamp CRM
Find an existing Deal.
Scheduled
Action
Revamp CRM
Finds an existing Organization.
Scheduled
Action

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