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LiveChat + webCRM + Formatter by Zapier

Create Activities in webCRM when LiveChat chats end

With this automation, newly-finished LiveChat chats are automatically created as Activities in webCRM. It makes it easy for your sales department or customer service to follow up on chats in webCRM, and you save the chat history in webCRM so that you do not miss any valuable information.

With this automation, newly-finished LiveChat chats are automatically created as Activities in webCRM. It makes it easy for your sales department or customer service to follow up on chats in webCRM, and you save the chat history in webCRM so that you do not miss any valuable information.

  1. When this happens...
    LiveChatLiveChat
    Finished Chat

    Triggers when the chat is ended.

    TriggerInstant
  2. automatically do this...
    webCRMwebCRM
    Find Person

    Finds a person.

    ActionSearch
  3. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  4. then do this!
    webCRMwebCRM
    Create or Update Activity

    Creates or updates an activity.

    ActionWrite
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Supported triggers and actions

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.

Related categories

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webcrm logo

About webCRM

webCRM helps your sales team with the daily workflow and overview.
formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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