Toggl integration

2 min read
updated: Dec 9, 2019

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.

Integration with Toggl: New client added from a chat

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:

  1. Setting up the trigger
  2. Adding a filter
  3. Configuring the action
  4. 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.

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

Integration with Toggl: Creating a new Zap

Integration with Toggl: selecting LiveChat trigger

Integration with Toggl: Entering your LiveChat account data

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.

Integration with Toggl: Granting the access

Integration with Toggl: Setting up a template

Launching the Zap

So far so good? High time for launching then!

Integration with Toggl: Turning Zap on

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.

Integration with Toggl: New client added from a chat

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