1.Detect completed lead chats
Integrate LiveChat and chat tracking tools to detect chat ended leads for downstream CRM capture.
Create CRM lead and task from finished chat
Automatically capture finished chat leads across LiveChat and your CRM stack. Create and update when chat ended triggers contact lookup, case logging, and follow-up tasksβso you can convert leads, assign owners, and notify ops without manual follow-up.
How this automation converts finished chats into CRM follow-up
When chats end without CRM capture, leads slip through and owners miss timely follow-up. This automation formats lead names and enriches city market data, then creates or finds Salesforce contacts and logs cases and tasksβso you can respond fast and keep operations informed.
LiveChator swap with your favorite app
2.Splits full name for contact
Integrate Formatter by Zapier and data mapping tools to split full name into first and last name fields.
Formatter by Zapieror swap with your favorite app
3.Looks up owner and market
Integrate Google Sheets and spreadsheet lookup tools to match the city answer to owner reference and market fields.
Google Sheetsor swap with your favorite app
4.Finds or creates a contact
Integrate Salesforce and CRM records tools to find a contact by email or create a new Contact.
Salesforceor swap with your favorite app
5.Creates a finished chat case
Integrate Salesforce and case management tools to create a Case linked to the Contact with chat details.
6.Creates follow-up task for owner
Integrate Salesforce and task management tools to create a follow-up Task assigned to the mapped owner.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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