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Gold-Vision: create new CRM records from LiveChat

by Krzysztof Kraus

Join up your web chat exchanges with CRM to create a full picture of your customers and leads. Display Gold-Vision information about your customers straight in your LiveChat window, and create new CRM records from your chats.

  • Installation – learn how to integrate LiveChat with Gold-Vision;
  • Configuration – learn how to configure your Gold-Vision integration

Installation

  1. To integrate LiveChat with Gold-Vision, log into your Gold-Vision account and click on Tools button.
Click on Tools available in your Gold-Vision panel
  1. Click on Administration button available in the drop-down menu.
Choose Administration from a drop-down menu
  1. On the Gold-Vision Administration Console, click on LiveChat Settings available from the Integrations section.
Enter LiveChat Settings in Gold-Vision Administration Console
  1. You will be taken to the LiveChat Settings panel. There, choose which list to display at the top of the list of leads in LiveChat when selecting a list to create a lead in.
Choose a list displayed in LiveChat
  1. Now, enter your Gold-Vision URL addresses and credentials.
Enter your Gold-Vision information
  1. Underneath, provide your LiveChat email address and your LiveChat API key.
Click here to get your LiveChat API key.
Provide your LiveChat credentials
  1. Now, go to Webhooks section in your LiveChat Settings. There, click on Add a webhook.
Add new webhook in LiveChat Webhooks section
  1. Choose chat starts as an event.
Choose chat starts as an event
  1. In the Data type section, mark chat, visitor and pre-chat survey. In the Target URL, paste the Chat started URL taken from Gold-Vision LiveChat Settings panel. Click on Add a webhook to continue.
Add chat started URL and finalize the process
To add chat ends webhook, repeat steps from 7 to 9.
  1. To finalize the installation, go back to Gold Vision LiveChat Settings and click on Save button.
Click on Save in Gold Vision LiveChat Settings to finalize the process

Done! Now your LiveChat is linked with Gold-Vision CRM. Proceed to the next step to configure the integration.

Configuration

Users configuration

  1. In your Gold-Vision Administration Console, choose Users available under Users menu.
Go to Users section available under Users menu in Gold-Vision Administration Console
  1. From the list of available users, choose the one who will have access to add new Leads and Contacts to Gold-Vision.
Remember that you can grant access to multiple users on your list.
Choose a user from the list
  1. On the next section, type your LiveChat email address into LiveChat login field.
Type your LiveChat email address into LiveChat login field
  1. Click on Save to proceed.
Click on Save to proceed

Done! From now on, your Gold-Vision users can update your CRM during a chat.

New Item Action configuration (per group)

  1. In your Gold-Vision Administration Console, choose LiveChat Group New Item Defaults available under Integrations.
Go to LiveChat Group New Item Defaults available under Integrations in Gold-Vision Administration Console
  1. From there, choose which New Item Types you would like to allow for your users to create.
Choose which New Item Types to allow for your agents
  1. Now, choose the default action for the New Item button, available for each of your groups.
Choose a default action for each of your groups
  1. To finalize, click on Save button.
Click on Save to finalize

Gold-Vision fields mapping configuration

  1. In your Gold-Vision Administration Console, choose LiveChat Display Mappings available under Integrations.
Go to LiveChat Field Mappings available under Integrations in Gold-Vision Administration Console
  1. There, choose which module would you like to configure and click on Gear button.
Choose a module to configure
  1. On the next section, choose which fields to display in LiveChat.
You can drag and drop fields to set the order in which they are displayed in LiveChat
Set-up fields that you want to display in LiveChat
  1. Click on Save to finalize fields mapping configuration.
Click on Save to finalize fields mapping

Done! Now your Gold-Vision integration is fully configured and ready to go! And here’s how it’ll look like during a chat with your customer:

Gold-Vision: create new CRM records from LiveChat

Hopefully, you have found this article helpful but if you have any additional questions, feel free to start a chat with us – we are available 24/7/365!

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