LiveChat + Salesforce Essentials
LiveChat + Salesforce Essentials
LiveChat + Salesforce Essentials integrations
Create leads in Salesforce Essentials when new LiveChat chats finish
Prep your follow-up workflows easily when you set up this integration. It automatically adds a new lead to your Salesforce Essentials account as soon as a new chat LiveChat concludes, no manual data entry necessary!
- When this happens...Finished ChatTriggers when the chat is ended.
- automatically do this!Create RecordCreates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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More things you can do with LiveChat and Salesforce Essentials
Discover other triggers and actions you can use with LiveChat and Salesforce Essentials
- Chat Changed
Triggers when the tag list for a particular chat was changed.
Try ItTriggerInstant - New Chat
Triggers when the chat is started.
Try ItTriggerInstant - New Visitor in Queue
Triggers when a visitor enters queue.
Try ItTriggerInstant - Salesforce ObjectRequired
Try ItTriggerPolling
- Finished Chat
Triggers when the chat is ended.
Try ItTriggerInstant - New Ticket
Triggers when the ticket is created.
Try ItTriggerInstant - New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Salesforce ObjectRequired
Try ItTriggerPolling
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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About Salesforce Essentials
Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
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