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How to connect LiveChat and Sendgrid
Create a New Scenario to Connect LiveChat and Sendgrid
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 Sendgrid will be your first step. To do this, click "Choose an app," find LiveChat or Sendgrid, 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 Sendgrid Node
Next, click the plus (+) icon on the LiveChat node, select Sendgrid from the list of available apps, and choose the action you need from the list of nodes within Sendgrid.
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Authenticate Sendgrid
Now, click the Sendgrid node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Sendgrid settings. Authentication allows you to use Sendgrid through Latenode.
Configure the LiveChat and Sendgrid 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 Sendgrid 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, Sendgrid, 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 Sendgrid integration works as expected. Depending on your setup, data should flow between LiveChat and Sendgrid (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 Sendgrid
LiveChat + Sendgrid + Google Sheets: When a chat is deactivated in LiveChat, the transcript and customer's email address (if available) are retrieved. This data is then added as a new row to a Google Sheet for reporting purposes.
LiveChat + Sendgrid + Slack: When a LiveChat user is added to chat Sendgrid is used to get the contact lists. When a contact list is found Slack will notify a support channel.
LiveChat and Sendgrid 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 Sendgrid
Use Sendgrid in Latenode to automate email sending within larger workflows. Trigger emails based on events in other apps, personalize content with data transformations, and track results. Latenode simplifies complex email automations without code and scales affordably, letting you focus on strategy, not limits.
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See how Latenode works
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FAQ LiveChat and Sendgrid
How can I connect my LiveChat account to Sendgrid using Latenode?
To connect your LiveChat account to Sendgrid 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 Sendgrid accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send follow-up emails after LiveChat conversations?
Yes, you can! Latenode enables automated workflows that trigger personalized Sendgrid emails based on LiveChat interactions, improving customer engagement using advanced logic and AI-driven content.
What types of tasks can I perform by integrating LiveChat with Sendgrid?
Integrating LiveChat with Sendgrid allows you to perform various tasks, including:
- Sending a welcome email via Sendgrid when a new chat starts.
- Adding LiveChat transcripts to Sendgrid contact lists automatically.
- Triggering targeted email campaigns based on chat conversation topics.
- Notifying support teams via email of critical issues reported in LiveChat.
- Creating personalized email sequences based on customer satisfaction scores.
How does Latenode handle LiveChat events in real-time?
Latenode provides instant LiveChat event triggers, enabling real-time automation. React to new chats, messages, or resolved issues without delay.
Are there any limitations to the LiveChat and Sendgrid integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by LiveChat and Sendgrid APIs may affect high-volume workflows.
- Complex data transformations might require custom JavaScript code blocks.
- Historical LiveChat data migration to Sendgrid may require batch processing.
