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LiveChat + Salesforce

Create Salesforce leads from new LiveChat tickets

Easily manage customer interactions by connecting your LiveChat and Salesforce apps with this streamlined workflow. When a new ticket is created in the LiveChat app, a lead will be automatically added to Salesforce, ensuring all your important customer information is stored efficiently in one place. Stay organized and up-to-date with this seamless integration.

Easily manage customer interactions by connecting your LiveChat and Salesforce apps with this streamlined workflow. When a new ticket is created in the LiveChat app, a lead will be automatically added to Salesforce, ensuring all your important customer information is stored efficiently in one place. Stay organized and up-to-date with this seamless integration.

  1. When this happens...
    LiveChatLiveChat
    New Ticket

    Triggers when the ticket is created.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    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
    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
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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
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

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Zapier Interfaces

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

Related Zap Templates

Related Zap Templates

  • Add leads in Salesforce when new LiveChat chats end
  • Create Salesforce leads from new LiveChat chats

 

  • Create Salesforce records from new LiveChat chats
  • Create Salesforce contacts from new LiveChat chats

 

  • Create Salesforce leads from finished LiveChat chats