1. First things first, you need a Zapier account

If you don’t already have one, you can set up a free account which includes up to 200 'tasks' per month. For higher volumes, you may need a paid account. 

You can do this at zapier.com/sign-up
In any case, log into your Zapier account.

2. Next thing you need is the ChatSystem app

Our app is hidden / invite only in Zapier.

Click this link: https://zapier.com/developer/invite/25963/5e3c7356488b031988de9aa63a3f8b08/
...then click the 'Accept Invite & Build a Zap' button.

3. Now you can Make a Zap

From the Zapier homepage, click 'MAKE A ZAP' in the top left corner.

Click the 'Search apps...' search bar and type 'chatsystem.io' and select the resulting option

...select the trigger event = New Lead Chat and hit Continue.

 

Next you will enter your accounts unique API key & click 'Continue'

[If you have not been provided your API key, please request it from your onboarding specialist]

 

Next click 'Test trigger' to make sure that Zapier can find a chat, then click 'Continue '.

 

4. Continue creating your Zap

From here it is up to you to decide what you want to happen when a lead is received.

You will need to choose what service or "app" you want to run [eg. your CRM], what action you want it to perform [eg. create new contact] and what data fields you receive will go where.

Different CRM's and other apps offer their own unique actions, so we can offer limited instructions here.

 

CRMs where email address must be unique

Some CRMs require that the email address must be unique for each contact. 

If the email address already exists in the CRM the existing contact will be updated OR the returns an error. 

Only if this applies for your CRM, follow the instructions below:

 

Why is it important?

As you know, our agents can't always confirm visitors details before the visitor closes the chat. In these instances - the lead will arrive with the name, phone and email fields as 'see transcript'.

Multiple leads arriving with 'see transcript' in the email field will fail to create a new contact. 

 

How to resolve:

Create another Zap, identical to the first.

But this time add a 'custom filter' to apply only to leads where email contains the phrase 'transcript'.

 

Now, use the following input instead of "Lead Email Address"

Each chats 'ID' is unique, so this will add a contact into your CRM using email for example: 61718@yourcompany.com

 

You can add the "Transcript HTML" data to the contacts notes section for your sales team to easily reference.

 

Troubleshooting

Your onboarding specialist can assist you if you get stuck, however there are thousands of apps in the Zapier marketplace - so we can't guarantee we have expertise with yours! And we cannot take responsibility when an app's limitations mean it can't perform a task that you hoped it would.

 

If you are using this setup guide but are not currently in the process of onboarding, you can reach out to us for help via email at support@leadchat.com