If you keep track of your clients in Toggl and use LiveChat on your page this integration is fit for you – you can join those two apps via Zapier. Every time your chat visitor shares their data on LiveChat you can mark such chats with a tag and pass selected info to Client's section in Toggl.
Here's a tutorial with instructions on how to create a Zap that will create a new Client in your Toggl after a ‘client’ tag is added to a chat.
Creating the Toggl – LiveChat Zap
Creating a Zap consists of four main parts:
- Setting up the trigger
- Adding a filter
- Configuring the action
- Launching the Zap
Setting up LiveChat trigger
The first step to set up this integration is to determine a condition that will trigger an action in your Toggl account.
In this integration Chat changed trigger will be used.
- Log in to Zapier and click on Make a Zap in the upper menu.
Adding a filter
The second step is adding a filter that will only pass the chats with a ‘client’ tag further.
Configuring the action in Toggl
High time to configure what will happen in Toggl after dedicated tag is added to a chat.
Launching the Zap
So far so good? High time for launching then!
Done! You have just linked your LiveChat with Toggl through Zapier. From now on, clients’ data from each chat with a ‘client’ tag will be added to your Toggl.