Follow the instructions to create a Zap adding a LiveChat contact as lead in SharpSpring cloud-based marketing automation tool after the chat is finished.
Creating the SharpSpring - LiveChat Zap
Creating a Zap consist of three main parts:
You can use a ready-made Zap template to set up this integration. Check it out in LiveChat Zapbook.
You can use a ready-made Zap template to set up this integration. Check it out in LiveChat Zapbook.
Setting up LiveChat trigger
- Log in to Zapier and click on Make a Zap in the upper menu.
- Choose LiveChat as the Trigger App.
- Select Finished Chat as the Trigger.
- Click on Save + Continue to proceed.
- Click on Connect a New Account and then provide your LiveChat login email and the PAT (Personal Access Token). Next, click on the Yes, continue to accept.
- You can rename the account and then click on Save + Continue.
- Select Fetch & Continue to test this step and make sure it is working properly.
Configuring the action in SharpSpring
- Choose SharpSpring as Action App.
- Then choose New lead (legacy) as the action and confirm by clicking on Continue.
- Grant Zapier permissions to access the SharpSpring providing your PAT in the pop-up window.
- Select your SharpSpring account and confirm the choice by clicking on Continue.
- Next, set up which data will be passed to SharpSpring account.
- After you finish, click on Continue button down the page to proceed.
- Zapier will ask you to test the Zap. Follow the instructions to make sure your Zap is working correctly.
- Next, click on the Finish button.
Launching the Zap
- Turn the Zap on by clicking on the grey switch and start passing information from LiveChat to Benchmark.
Well done! You have just linked your LiveChat with SharpSpring through Zapier. At the end of each chat, it will save the info about your visitor and add it as a new lead in SharpSpring.