Integrate LiveChat with Onpipeline
Send information between LiveChat and Onpipeline automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a lead in Onpipeline for new chat sessions in LiveChat
Ensure no opportunity is missed by automatically generating a lead from every live chat session. This flow will generate a new lead in Onpipeline for new live chat session initiated in LiveChat.
How it works
- The flow triggers when a new chat is created in LiveChat.
- Zoho Flow creates a new lead in Onpipeline.
Create a lead in Onpipeline for new chat sessions in LiveChat
LiveChat + Onpipeline
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Supported triggers and actions
Integrate LiveChat and Onpipeline using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Chat created
Triggers when a new chat is created
Chat ended
Triggers when a chat is ended
Visitor queued
Triggers when a visitor is queued
Deal updated
Triggers when the details of an existing deal are updated
Deal updated as won
Triggers when the status of a deal is updated as won
Deal updated as deleted
Triggers when the status of a deal is updated as deleted
Person added
Triggers when a new contact person is added
Event updated
Triggers when a calendar event is updated
Deal updated as lost
Triggers when the status of a deal is updated as lost
Deal updated as open
Triggers when the status of a deal is updated as open
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Note added
Triggers when a new note is added
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Resume chat
Restarts an archived chat
Close chat
Closes an existing chat
Add organization
Adds a new organization
Add note
Adds a new note
Add action menu
Adds a new action menu
Add lead
Creates a new lead
Add widget
Adds a new widget
Create deal
Creates a new deal
Update person
Updates the details of an existing contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Undelete deal
Restores a deleted deal and set the status to open
Add person
Adds a new contact person
Fetch person
Fetches the details of an existing person by full name
Fetch organization
Fetches the details of an existing organisation by name
Fetch event
Fetches the details of an existing event by ID
Remove widget
Removes an existing widget using link ID
Remove action menu
Removes an existing action menu using link ID
Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
What is LiveChat?
LiveChat is a customer support platform with customization features like themes, engagement graphics, and labels. You can automate greetings, get detailed reports, create tickets, and track visitors easily.
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What is Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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CEO, Lakeside CNC Group
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