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How to connect Gmail and LiveChat
Create a New Scenario to Connect Gmail and LiveChat
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Gmail, triggered by another scenario, or executed manually (for testing purposes). In most cases, Gmail or LiveChat will be your first step. To do this, click "Choose an app," find Gmail or LiveChat, and select the appropriate trigger to start the scenario.
Add the Gmail Node
Select the Gmail node from the app selection panel on the right.
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Add the LiveChat Node
Next, click the plus (+) icon on the Gmail node, select LiveChat from the list of available apps, and choose the action you need from the list of nodes within LiveChat.
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Authenticate LiveChat
Now, click the LiveChat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your LiveChat settings. Authentication allows you to use LiveChat through Latenode.
Configure the Gmail and LiveChat Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Gmail and LiveChat Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Gmail, LiveChat, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Gmail and LiveChat integration works as expected. Depending on your setup, data should flow between Gmail and LiveChat (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Gmail and LiveChat
LiveChat + Gmail + Google Sheets: When a LiveChat transcript is deactivated, the details of the conversation and the customer's email (if provided) are extracted. If a corresponding email thread exists in Gmail, the conversation details are appended to a Google Sheet for record-keeping.
LiveChat + Gmail + Slack: When a new LiveChat conversation starts, a summary of the conversation is sent to a specified Gmail address. A notification, including key details from the LiveChat, is also sent to a designated Slack channel.
Gmail and LiveChat integration alternatives
About Gmail
Automate email tasks within Latenode. Send, receive, and manage Gmail messages as part of larger workflows. Automatically extract data from emails to update databases or trigger actions in other apps. Integrate Gmail with AI tools for content analysis or with CRMs to automate lead nurturing. Latenode's visual editor makes it easy to build scalable email automation without coding.
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About LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.
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FAQ Gmail and LiveChat
How can I connect my Gmail account to LiveChat using Latenode?
To connect your Gmail account to LiveChat on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Gmail and click on "Connect".
- Authenticate your Gmail and LiveChat accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically save LiveChat transcripts to Gmail?
Yes, you can! With Latenode, easily save LiveChat transcripts to Gmail, creating an archive and enabling advanced analysis using AI or custom JavaScript steps within your workflow.
What types of tasks can I perform by integrating Gmail with LiveChat?
Integrating Gmail with LiveChat allows you to perform various tasks, including:
- Create new LiveChat leads from parsed information in Gmail emails.
- Send customized welcome emails via Gmail to new LiveChat customers.
- Automatically forward urgent LiveChat conversations to a Gmail address.
- Update a spreadsheet with conversation data from LiveChat via Gmail.
- Trigger automated Gmail responses based on LiveChat support requests.
How secure is connecting my Gmail account to Latenode?
Latenode uses secure authentication protocols and encryption methods to protect your Gmail account. You control access permissions and can revoke them at any time.
Are there any limitations to the Gmail and LiveChat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large volumes of emails can impact workflow execution speed.
- Gmail's daily sending limits apply when sending emails through Latenode.
- LiveChat's API rate limits may affect real-time data synchronization.
