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Live Chat Integration Workflow

Build a Solution to Level up Customer Service and Streamline Productivity

Live chat tools collect an abundance of valuable data and facilitate the interactions with clients. With CRM integration feature, you receive a competitive option and develop a framework for deep collaboration and nudge your customers towards their goals.

How to integrate

1) Create an account at our Developers’ Portal and

  • provide your organization name,
  • choose a username,
  • provide your email and phone number, and
  • select a password.

Then, choose a plan or run a trial version. You also can sign in with your GitHub account.

2) After submitting the form, you will receive the email with a brief overview of service, your username and link for the account activation.

By clicking the link, you will be directed to the sign in page - where you enter your username and password to log in.

Then, you will see a dashboard and your unique API credentials for authentication and API requests.

3) For the authentication, you need 2 parameters in the header of request.

  • X-API2CRM-USER-KEY defines the client who makes the request. It must be used for all requests sent to Data2CRM.API.
  • X-API2CRM-APPLICATION-KEY defines the application you are going to work with. It must be used for all resources apart from application and platform.

Send a test request to see how the service works. For instance, you want to get a list of CRMs, so send the following API request:

curl -X GET --header 
"Accept: application/json" --header 
"X-API2CRM-USER-KEY: YOUR_API_KEY" "https://api-2445581398133.apicast.io:443/v1/crm"

4) Then define your data mapping - determine how your app’s entities will correspond in supported in CRM entities. See data flow recommendations.

5) To add your CRM, you click on CRMs on the dashboard. Then hit “Add CRM” button and select a type of CRM (i.e. Hubspot, Salesforce, Highrise, etc.) After that, you need to provide the credentials - the required information differs in each CRM platform.

Let’s say you want to add Insightly CRM, so here you need to enter your API key and hit the “Submit” button.

After you will see your unique X-API2CRM-APPLICATION-KEY.

6) Next step is to Install the SDK: you can click “Explore” to see how to use it or hit “Git Repository” to download it. SDK helps you to add/review and delete CRMs, as well as work with entities in CRM platform (i.e. lead, contact, opportunity, task, attachment, etc.)

Before getting down to your CRM integrations, explore our documentation and discover all the functionality of the API service.

Suggested Data Flows

Power up your live chat software with the effective feature set that provides a real-time progress and strong income rates.

Gather extra information to increase the number of customers
Chat transcripts
Leads
Collect extra information to deliver personalized, timely service
Chat transcripts
Accounts
Track and manage company assets efficiently
Chat transcripts
Attachments
Assemble details to advance performance quality
Chat transcripts
Cases
Exchange data to keep it relevant and clean
Online forms
Leads
Assemble details to proceed with a data interpretation
Offline messages
Notes
Transfer the feedback directly to CRM
Offline messages
Cases
Add information on customer expectations
Pre-chat surveys
Notes
Gather extra information on customer engagement
Post-chat surveys
Notes
Ensure the planned initiatives are prepared and held in time
Call back requests
Tasks

Get Even More

Use filters to get the required data and records from any fields on any conditions

Check Filters

Dive into the API methods to find out how to build with the CRM integration

Supported Methods

Discover the code samples to handle live chat integration seamlessly

Code Samples

Advance your business service and enable valuable opportunities with Data2CRM.API! Contact our expert and find out all the details and personal integration roadmap.

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Data2CRM.API representative will contact you at any convenient for you time and offer industry insights, service functionality details and optimal value proposition to meet your goals.