Connect LiveChat and ClearCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Chat
Finished Chat
Chat Changed
Choose an Action
Automatically do this!
- Request a new Action for ClearCRM
Enable Integrations or automations with these events of LiveChat and ClearCRM
Enable Integrations or automations with these events of LiveChat and ClearCRM
Triggers
New Chat
Triggers when the chat is started.
Finished Chat
Triggers when the chat is ended.
Chat Changed
Triggers when the tag list for a chat was changed.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
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Frequently Asked Questions
To start, connect both your LiveChat and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in LiveChat triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how LiveChat data is recorded in ClearCRM. This includes choosing which data fields go into which fields of ClearCRM, setting up custom formats, and filtering out unwanted information.
The data sync between LiveChat and ClearCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between LiveChat and ClearCRM. 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.
About LiveChat
LiveChat is the faster way to contact your customers. It is a web-based chat tool that lets you chat with your website visitors.
Learn MoreAbout ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
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