LiveChat — Highrise integration tutorial

Integration features:

• searching for people in your Highrise contacts,
• adding chat transcript as a note to existing contacts,
• adding new deal to existing contacts,
• creating new contacts and deals.

How to activate Highrise integration?

To integrate your LiveChat account with Highrise, go to the Control Panel to Add-ons & Extras » Highrise and enter your Highrise dashboard URL.

Keeping track of your chats using Highrise

Using Livechat-Highrise integration is as simple as ABC. While talking to a website visitor, just click the Highrise button inside chat window.

A new browser window will pop-up taking you to our integration page. By default we search all of your Highrise contacts using information from a pre-chat survey. If these results aren’t satisfying, you could try to find desired contacts by yourself.

After hitting Log this chat next to the contact name, you’ll be taken to a persons’ Highrise page. Chat transcript will be added as a note few minutes after the chat session ends.

While using LiveChat it will frequently happen, that you’ll encounter a new potential client or opportunity. For ease of use you could create a new contact or deal with the customer right on LiveChat! Chat transcripts will be saved as a note, and pre-chat survey content will be stored in Background info (marked red on the screenshot below).

Keeping track of your online business couldn’t be easier!

Don’t have LiveChat account yet?

If you do not have LiveChat license yet, sign up for 30-days trial.