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SharpSpring: Add LiveChat contacts as leads

by Mateusz Pliszka

Follow the instructions to create a Zap adding a LiveChat contact as lead in SharpSpring cloud-based marketing automation tool after the chat is finished.

New lead in SharpSpring

Creating the SharpSpring – 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.

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 SharpSpring

  1. Choose SharpSpring as Action App.
  2. Then choose New lead (legacy) as the action and confirm by clicking on Continue.
Choosing SharpSpring action
  1. Grant Zapier permissions to access the SharpSpring providing your API key in the pop-up window.
Authorizing application in Zapier - SharpSpring
  1. Select your SharpSpring account and confirm the choice by clicking on Continue.
  2. Next, set up which data will be passed to SharpSpring 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 SharpSpring
  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 SharpSpring through Zapier. At the end of each chat, it will save the info about your visitor and add it as a new lead in SharpSpring.

New lead in SharpSpring
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