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How to connect LiveChat and Salesforce
Create a New Scenario to Connect LiveChat and Salesforce
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 LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or Salesforce will be your first step. To do this, click "Choose an app," find LiveChat or Salesforce, 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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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.
Add the Salesforce Node
Next, click the plus (+) icon on the LiveChat node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
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Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the LiveChat and Salesforce 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 LiveChat and Salesforce 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 LiveChat, Salesforce, 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 LiveChat and Salesforce integration works as expected. Depending on your setup, data should flow between LiveChat and Salesforce (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 Salesforce
LiveChat + Salesforce + Slack: When a new chat is initiated in LiveChat, a new lead is created in Salesforce, and a notification is sent to a designated Slack channel to alert the sales team.
LiveChat + Salesforce + Google Sheets: This automation logs LiveChat transcripts. When a chat ends, related Salesforce data is retrieved, and both transcript and Salesforce data are recorded in a Google Sheet for reporting purposes.
LiveChat and Salesforce 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 – all visually, and without code.
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About Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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See how Latenode works
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FAQ LiveChat and Salesforce
How can I connect my LiveChat account to Salesforce using Latenode?
To connect your LiveChat account to Salesforce 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 Salesforce accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Salesforce leads from LiveChat transcripts?
Yes, you can! Latenode lets you parse transcripts and automatically create leads or update existing records, reducing manual data entry and improving sales efficiency with flexible JavaScript code steps.
What types of tasks can I perform by integrating LiveChat with Salesforce?
Integrating LiveChat with Salesforce allows you to perform various tasks, including:
- Creating new Salesforce leads from LiveChat conversations.
- Updating existing Salesforce contact information with chat data.
- Logging LiveChat transcripts as Salesforce case comments.
- Triggering automated email campaigns based on chat events.
- Sending targeted offers via LiveChat based on Salesforce data.
What if my LiveChat volume spikes during a marketing campaign?
Latenode's architecture is designed for scale, so you can confidently handle high LiveChat volumes without performance bottlenecks for your Salesforce workflows.
Are there any limitations to the LiveChat and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time updates depend on the API rate limits of both services.
- Custom field mappings may need manual configuration.
