LiveChat and RD Station Integration

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Automatically add LiveChat leads to RD Station as new contacts for targeted marketing. Latenode's visual editor lets you enrich data with custom logic and JavaScript before syncing, and scale affordably by paying only for execution time.

Swap Apps

LiveChat

RD Station

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect LiveChat and RD Station

Create a New Scenario to Connect LiveChat and RD Station

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or RD Station will be your first step. To do this, click "Choose an app," find LiveChat or RD Station, and select the appropriate trigger to start the scenario.

Add the LiveChat Node

Select the LiveChat node from the app selection panel on the right.

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LiveChat

Configure the LiveChat

Click on the LiveChat node to configure it. You can modify the LiveChat URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the RD Station Node

Next, click the plus (+) icon on the LiveChat node, select RD Station from the list of available apps, and choose the action you need from the list of nodes within RD Station.

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RD Station

Authenticate RD Station

Now, click the RD Station node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your RD Station settings. Authentication allows you to use RD Station through Latenode.

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Configure the LiveChat and RD Station Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Set Up the LiveChat and RD Station 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 donโ€™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 LiveChat, RD Station, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the LiveChat and RD Station integration works as expected. Depending on your setup, data should flow between LiveChat and RD Station (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect LiveChat and RD Station

LiveChat + RD Station + Google Sheets: When a chat is deactivated in LiveChat, the transcript data is collected and a new lead conversion is registered in RD Station, and then the chat details and lead information are added as a new row in Google Sheets for analysis.

LiveChat + RD Station + Slack: When a new lead conversion occurs in RD Station, triggered by LiveChat interaction, the sales team receives a notification in a Slack channel with the lead's details, enabling immediate follow-up.

LiveChat and RD Station integration alternatives

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 โ€“ all visually, and without code.

About RD Station

Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.

See how Latenode works

FAQ LiveChat and RD Station

How can I connect my LiveChat account to RD Station using Latenode?

To connect your LiveChat account to RD Station on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select LiveChat and click on "Connect".
  • Authenticate your LiveChat and RD Station accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically qualify leads from LiveChat in RD Station?

Yes, you can! Latenode lets you use AI to score LiveChat leads and update RD Station, ensuring only qualified prospects get marketing attention. Automate lead nurturing with AI!

What types of tasks can I perform by integrating LiveChat with RD Station?

Integrating LiveChat with RD Station allows you to perform various tasks, including:

  • Create or update RD Station leads from new LiveChat conversations.
  • Add LiveChat transcripts to RD Station lead records.
  • Trigger RD Station marketing automations based on LiveChat events.
  • Segment RD Station contacts based on LiveChat interaction types.
  • Send personalized RD Station emails after LiveChat conversations.

Can I use custom JavaScript code to transform LiveChat data?

Yes! Latenode supports JavaScript code blocks, allowing you to transform LiveChat data before updating RD Station. Customize data handling for ultimate flexibility.

Are there any limitations to the LiveChat and RD Station integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time data synchronization depends on the API limits of both apps.
  • Complex data transformations might require advanced JavaScript knowledge.
  • Historical LiveChat data migration to RD Station needs a custom workflow.

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