Connect LiveAgent and Close to Build Intelligent Automations

Choose a Trigger

LiveAgent

When this happens...

Choose an Action

Close

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Triggers when a new customer is added.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

Do thisActions

Action is the task that follows automatically within your LiveAgent integrations.

List Customers

List Customers

Get details of all customers.

List Conversations

List Conversations

Get details of all conversations.

Add New Customer

Add New Customer

Add new customer in LiveAgent.

Add Customer to Group

Add Customer to Group

Add a customer to an existing group.

Remove Customer From Group

Remove Customer From Group

Removes customer form a particular group.

List Companies

List Companies

Retrieve list of companies

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Frequently Asked Questions

How do I start an integration between LiveAgent and Close?

To start, connect both your LiveAgent and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in LiveAgent triggers actions in Close (or vice versa).

Can we customize how data from LiveAgent is recorded in Close?

Absolutely. You can customize how LiveAgent data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between LiveAgent and Close?

The data sync between LiveAgent and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from LiveAgent to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between LiveAgent and Close?

Yes, you can set conditional logic to control the flow of data between LiveAgent and Close. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

LiveAgent

About LiveAgent

LiveAgent is an all-in-one customer support platform that integrates email, live chat, and social media for seamless interaction management.

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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

Learn More