Connect LiveChat and Wortal CRM to Build Intelligent Automations

Choose a Trigger

LiveChat

When this happens...

Choose an Action

Wortal CRM

Automatically do this!

Enable Integrations or automations with these events of LiveChat and Wortal CRM

Enable Integrations or automations with these events of LiveChat and Wortal CRM

Triggers

New Chat

New Chat

Triggers when the chat is started.

Finished Chat

Finished Chat

Triggers when the chat is ended.

Chat Changed

Chat Changed

Triggers when the tag list for a chat was changed.

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Frequently Asked Questions

How do I start an integration between LiveChat and Wortal CRM?

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

Can we customize how data from LiveChat is recorded in Wortal CRM?

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

How often does the data sync between LiveChat and Wortal CRM?

The data sync between LiveChat and Wortal CRM 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 LiveChat to Wortal CRM?

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 LiveChat and Wortal CRM?

Yes, you can set conditional logic to control the flow of data between LiveChat and Wortal CRM. 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.

LiveChat

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.

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Wortal CRM

About Wortal CRM

Wortal CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

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