Integrate LiveChat with Copper

Send information between LiveChat and Copper automatically, without writing any code, using Zoho Flow.

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Create a lead entry in Copper for each new chat session initiated in LiveChat

Minimize human errors in data entry and ensure all essential lead information is accurately captured. This flow will create a new lead in Copper for every new live chat session in LiveChat.

How it works
  1. The flow triggers when a new chat is created in LiveChat.
  2. Zoho Flow creates or updates the details of a lead in Copper.
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Create a lead entry in Copper for each new chat session initiated in LiveChat

LiveChat + Copper

Build your own integrations between LiveChat and Copper

Connect LiveChat and Copper with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate LiveChat and Copper using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Visitor queued

Triggers when a visitor is queued

Chat ended

Triggers when a chat is ended

Chat created

Triggers when a new chat is created

Lead created

Triggers when a new lead is created

Opportunity created

Triggers when a new opportunity is created

Person added

Triggers when a new person is added

Task added

Triggers when a new task is added

Lead updated

Triggers when any detail of an existing lead is updated

Person updated

Triggers when any detail of an existing person is updated

Activity created

Triggers when a new activity is created

All Actions - Actions are the automated tasks

Close chat

Closes an existing chat

Resume chat

Restarts an archived chat

Create project

Creates a new project

Create company

Creates a new company

Create task

Creates a new task

Create opportunity

Creates a new opportunity

Create or update lead

Creates or updates the details of a lead

Add person

Adds a new person

Create activity

Creates a new activity for a person, company, opportunity, or lead

Update company

Updates the details of an existing company

Update person

Updates the details of an existing person

Update project

Updates the details of an existing project

Update opportunity

Updates the details of an existing opportunity

Fetch project

Fetches the details of an existing project by name

Fetch person

Fetches the details of a person by email

Fetch company

Fetches the details of an existing company by name

Fetch opportunity

Fetches the details of an existing opportunity by 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.

Customer Support

What is Copper?

Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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