Live-agent Integration with Revamp CRM  

Live-agent integration, a smooth process for adding chats into your Revamp CRM

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Live-agent Integration Details

Take your important tickets & customers with you, wherever you go, by having Zapier syncs them using this Live-agent Revamp CRM integration. Activate this integration and Zapier will do the rest.

How Live-agent Integration works, when a new customer is created

You can configure Zapier to:

  1. Create a Contact in Revamp CRM with a tag ‘Live-agent’
    1. You can optionally create a dynamic segment for all contacts with ‘Live-agent’ tag
    2. Furthermore, automation can run on this segment to create a follow-up task.
  2. Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
  3. Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.

How Live-agent Integration works, when a new ticket is created

You can configure Zapier to:

  1. Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
  2. Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up. 

How Live-agent Integration works, when an existing ticket gets updated

You can configure Zapier to when Groove triggers any of the following events: ticket started, ticket closed, ticket tagged, ticket stared, ticket assigned agent changed, ticket reopened, customer replied or a note is added:

  1. Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up. 
  2. Create a Note. Therefore, you can do your further follow-up. 

 

What You Need

  • Live-agent account
  • Revamp CRM account

About Live-agent

  • Live-agent is an easy yet very effective task listing software for businesses and individuals who want to get things done in time every time. It is built with a very straightforward interface, options and menus are easy to spot and laid out equally well. Making lists, managing and organizing them into folders and labelling them is a breeze with Live-agent. Assign deadlines, insert more items, filter tasks, and display your schedule are just some of the things you can do with this simple yet powerful tool.

About Revamp CRM

  • Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.

What is next for Live-agent Integration

  1. Go to Zapier and explore all possible integrations here.
  2. Check over 80 Apps that connects to Revamp CRM here.