Revamp CRM + LiveAgent Integrations

How to connect Revamp CRM + LiveAgent

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Send new LiveAgent customers to Revamp CRM as new customers
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LiveAgent + Revamp CRM

Send new LiveAgent customers to Revamp CRM as new customers

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LiveAgent + Revamp CRM

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Supported triggers and actions

What does this mean?

- Email
- Phone Number
- Tags
  Comma separate list of tags to search for.
- Order Id
- Keyword
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Type
- Completion State
- Assignee
Trigger
Scheduled
Try It
- NameRequired
  Deal Name.
- CustomerRequired
  Related Customer for deal.
- PipeLineRequired
  Deal PipeLine.
- Deal StageRequired
  Deal Stage.
- ValueRequired
  Deal Value.
- CurrencyRequired
  Deal Currency.
- Expected Date Deal EndsRequired
  When this deal expected to end ?
- Probability
  Deal Probability.
- Owner Name
  User from RevampCRM who created this deal.
- Status
  Deal Status.
- Sales Region
  Sales Region.
- Product
  Product.
- Deal Source
  Deal Source.
Action
Write

- NameRequired
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
  Two Letter ISO Code for country.
- Description
- Birth Date
- Gender
- Tags
  Comma separated ',' for multiple tags.
- Score
  Use the dropdown or specify a custom value From 0 to 100 %.
Action
Write
- Keyword
- Email Address
- Phone Number
- Tags
  Comma Separated list of tags to search for.
- Order Id
Action
Search

- Keyword
- Email Address
- Phone Number
- Tags
  Comma separated list of tags.
- Order Id
Action
Search
New Customer
Triggers when a new customer is added to system.
Trigger
Scheduled
Try It
- DepartmentRequired
  Select appropriate Department.
- Email AddressRequired
  Ticket creator identifier - can be userid or email of an existing agent or customer.
- SubjectRequired
  Enter subject of message.
- Recipient EmailRequired
  Enter Recipient email address.
- MessageRequired
  Enter Message body.
- Recipient Name
  Enter Recipient name in format "Firstname Lastname".
- CC Email Address
  Enter another recipients emails separated by comma.
- Conversation Status
  Status of created conversation. If not set, conversation status will be "N" - new.
- Mail Messsage ID
  Enter Mail message id. If specified, all reply emails which will have given mail message id in in-reply-to header will be assigned to this conversation.
- Do Not Send Mails
  Disable sending a mail to customer.
- Is Html Message
  Set this to Y is the message text is formatted in html.
Action
Write
- Email AddressRequired
  Enter customer email address.
- Group NameRequired
  Enter group name.
Action
Write

- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Status
- Deal Stage
- Deal Product
- Deal Sales Region
- Deal Source
- Deal Name
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Scheduled
Try It
- Email
- Phone Number
- Tags
  Comma separated list of tags to search for.
- Order Id
- Keyword
Trigger
Scheduled
Try It
- NameRequired
- Organization
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
  Two Letter ISO Code for country.
- Description
- Birth Date
- Gender
- Tags
  Comma separated ',' for multiple tags.
- Score
  Use the dropdown or specify a custom value From 0 to 100 %.
Action
Write
- Person Name
- Person Email
- Message
- New Customer Type
  Customer Type to use if a new customer is to be added.
- Disable Editing Note
  Check here if you want to avoid editing this note in RevampCRM.
- Created By
  Name of the user who created this note.
Action
Write
- SubjectRequired
- TypeRequired
- CustomerRequired
- Due on DateRequired
  Note: Date must be formatted as Month/Day/Year (e.g. 2/13/2014).
- Due on Time
  Note: Time must be formatted as Hours:Minutes:Seconds (e.g. 8:30:00).
- Duration
  How many hours if applicable.
- Assignee
- Note
- Is It Done?
Action
Write
- Deal Name
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Stage
- Deal Status
- Deal Product
- Deal Sales Region
- Deal Source
Action
Search
New Customer (Experimental)
Triggers when a new customer is added to system. (uses API v3).
Trigger
Scheduled
Try It
- Email AddressRequired
  Enter email address of customer to be added.
- Name of GroupRequired
  Enter group name.
Action
Write
- EmailRequired
  Enter Customer email.
- Name
  Enter Customer name in format "Firstname Lastname".
- Gender
  Gender (Possible values: M - Male, F - Female).
- Role
  Role (Possible values: V - Visitor, R - Registered visitor).
Action
Write

How Revamp CRM + LiveAgent Integrations Work

Step 1: Authenticate Revamp CRM and LiveAgent.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Revamp CRM + LiveAgent

About Revamp CRM

Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.

Related categories

CRM (Customer Relationship Management)

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

Related categories

Customer Support

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Revamp CRM + LiveAgent Integrations

How to connect Revamp CRM + LiveAgent

Send new LiveAgent customers to Revamp CRM as new customers

Send new LiveAgent customers to Revamp CRM as new customers

Connect your apps and automate workflows

Person Matching Filter

Email

Phone Number

Tags

Order Id

Keyword

New Customer

New Task

Task Matching Filter

Type

Completion State

Assignee

Create Deal

NameRequired

CustomerRequired

PipeLineRequired

Deal StageRequired

ValueRequired

CurrencyRequired

Expected Date Deal EndsRequired

Probability

Owner Name

Status

Sales Region

Product

Deal Source

Create Organization

NameRequired

Title

Primary Phone

Primary Email

Secondary Phone

Secondary Email

Skype

Website

Twitter

Linkedin

Address 1

Address 2

City

Postal Code

Country

Description

Birth Date

Gender

Tags

Score

Find Person

Keyword

Email Address

Phone Number

Tags

Order Id

Find Organization

Keyword

Email Address

Phone Number

Tags

Order Id

New Customer

Create Conversation

DepartmentRequired

Email AddressRequired

SubjectRequired

Recipient EmailRequired

MessageRequired

Recipient Name

CC Email Address

Conversation Status

Mail Messsage ID

Do Not Send Mails

Is Html Message

Remove Customer From Group

Email AddressRequired

Group NameRequired