IntegrationsLiveAgentSalesmate
LiveAgent + Salesmate

Connect LiveAgent and Salesmate to Build Intelligent Automations

Choose a Trigger

LiveAgent

When this happens...

Choose an Action

Salesmate

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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.

Request a new Trigger for LiveAgent

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 Salesmate?

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

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

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

How often does the data sync between LiveAgent and Salesmate?

The data sync between LiveAgent and Salesmate 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 Salesmate?

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 Salesmate?

Yes, you can set conditional logic to control the flow of data between LiveAgent and Salesmate. 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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Salesmate

About Salesmate

Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.

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