LiveChat + Salesforce

Create Salesforce leads from finished LiveChat chats

Easily turn your finished LiveChat conversations into new leads in Salesforce with this seamless workflow. It is triggered when a chat session ends in LiveChat, ensuring critical information gathered during customer interactions is automatically transferred to Salesforce as fresh leads. Stay organized and enhance your sales pipeline without manual data entry, enabling your team to focus on nurturing relationships and closing deals.

Easily turn your finished LiveChat conversations into new leads in Salesforce with this seamless workflow. It is triggered when a chat session ends in LiveChat, ensuring critical information gathered during customer interactions is automatically transferred to Salesforce as fresh leads. Stay organized and enhance your sales pipeline without manual data entry, enabling your team to focus on nurturing relationships and closing deals.

  1. When this happens...
    LiveChatLiveChat
    Finished Chat

    Triggers when the chat is ended.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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
    Try It
  • LiveChat triggers, actions, and search

    New Chat

    Triggers when the chat is started.

    Trigger
    Instant
    Try It
  • LiveChat triggers, actions, and search

    New Visitor in Queue

    Triggers when a visitor enters queue.

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • LiveChat triggers, actions, and search

    Finished Chat

    Triggers when the chat is ended.

    Trigger
    Instant
    Try It
  • LiveChat triggers, actions, and search

    New Ticket

    Triggers when the ticket is created.

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
livechat logo
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.
Learn more

Related categories

  • Customer Support
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier