Close.io integration

2 min read
updated: Jun 19, 2019

Follow the instructions to create a Zap adding a LiveChat contact as lead in Close.io after the chat is finished.

New lead in Close.io

Creating the Close.io - LiveChat Zap

Creating a Zap consist of three main parts:

  1. Setting up the trigger
  2. Configuring the action
  3. Launching the Zap
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

  1. Log in to Zapier and click on Make a Zap in the upper menu.

Creating a new Zap

  1. Choose LiveChat as the Trigger App.
  2. Select Finished Chat as the Trigger.

Selecting LiveChat trigger

  1. Click on Save + Continue to proceed.
  2. Click on Connect a New Account and then provide your LiveChat login email and the API key. Next, click on the Yes, continue to accept.

Entering your LiveChat account data

  1. You can rename the account and then click on Save + Continue.
  2. Select Fetch & Continue to test this step and make sure it is working properly.

Configuring the action in Close.io

  1. Choose Close.io as Action App.
  2. Then choose New lead (legacy) as the action and confirm by clicking on Continue.

Choosing Close.io action

  1. Grant Zapier permissions to access the Close.io providing your API key in the pop-up window.

Authorizing application in Zapier

  1. Select your Close.io account and confirm the choice by clicking on Continue.
  2. Next, set up which data will be passed to Close.io account.

Setting up the conditions

  1. After you finish, click on Continue button down the page to proceed.
  2. Zapier will ask you to test the Zap. Follow the instructions to make sure your Zap is working correctly.

Test Close.io

  1. Next, click on the Finish button.

Launching the Zap

  1. Turn the Zap on by clicking on the grey switch and start passing information from LiveChat to Benchmark.

Turning Zap on

Well done! You have just linked your LiveChat with Close.io through Zapier. At the end of each chat, it will save the info about your visitor and add it as a new lead in Close.io.

New lead in Close.io

Was this article helpful?

Got it!

Thanks for your feedback.

Thank you!

We’re happy to help.

RELATED ARTICLES

Pipedrive integration

Set up this Zapier-based integration to automatically convert each LiveChat chat visitor to a new person in your Pipedrive.

Read the article

Nutshell: Customer data in LiveChat

LiveChat integration with Nutshell allows you to display the customer information and records from your CRM in LiveChat during the ongoing chat.

Read the article

Start using LiveChat now!

Free 14-day trial Team plan features No credit card required

Still not convinced? Discover all LiveChat features