1.Detects chat ended event
Integrate LiveChat and chat tools to catch chat ended events and start saving transcript context.
Add chat transcript and lead interaction to CRM
Automatically capture chat ended events across LiveChat and CRM. Create or update Salesforce records when chats finishβso you can save transcripts, find or create leads, and log reservations context without manual data entry.
How this automation saves reservation context in your CRM
When chat transcripts and visitor details stay scattered, reservations teams lose time and miss key signals. This automation creates transcript files in OneDrive and finds or updates Salesforce leads and Lead Interaction recordsβso your team can act with complete context.
LiveChator swap with your favorite app
2.Creates transcript text file
Integrate OneDrive and document storage tools to create a text file that maps the transcript and chat start URL.
OneDriveor swap with your favorite app
3.Finds contact by email
Integrate Salesforce and CRM search tools to find a Contact by the visitor email before continuing.
Salesforceor swap with your favorite app
4.Finds lead by email
Integrate Salesforce and CRM search tools to find a Lead by visitor email and continue based on existence.
5.Creates or updates CRM records
Integrate Salesforce and CRM record tools to create or update Lead and Lead Interaction records with the OneDrive link.
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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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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