How to add your Live Chat transcripts to your CRM or Mailing List

With our Zapier integration, you can seamlessly connect Microsoft Teams and Slack chat transcripts, as well as new leads, to almost any external CRM or mailing list provider. Whether you want to automatically create support tickets after a live chat ends, add new leads to an email drip campaign, or send chat transcripts to your CRM, our system makes it easy.

Popular Use Cases for Zapier Integration

  • Send live chat transcripts to your CRM.
  • Add new live chat leads to a follow-up drip email campaign.
  • Create support tickets with live chat transcripts attached.
  • Add new leads to your mailing list.
  • Transfer customer chat history to your system using a webhook.
  • Integrate Slack live chat with Zapier for additional workflow automation.

Add Zapier Integration to Live Chat

If you currently use our Slack, Google Chat, Zoom, or Webex integration, simply login to your Social Intents account then click on the Integrations link.  Scroll down on the list of integrations and you'll see the Zapier integration listed.  Click 'Connect' to start the integration set up.

Zapier Integration Set Up

In the Zapier set up page, you'll see your Api Key that you will use in the integration setup.This will link you over to the Integrations Page in Zapier where you can configure your preferred integrations with Social Intents.

Zapier Integrations

To Add your Social Intents connection in Zapier, select the Apps link from the sidebar, then Add Connection and search on Social Intents.  Once you select to set up the connection, you can enter the Api Key from the Social Intents integration page from above.

That's it for the web dashboard board integration with Zapier.

Add Zapier Integration to Microsoft Teams Live Chat

You can also add our Zapier integration to your Live Chat for Teams account as well.  Head over to your Live Chat app settings in the left sidebar in Microsoft Teams, then select the Integrations link in your Live Chat settings.

Then click on the Connect Zapier to Social Intents link to start your Zapier Integration set up.

Zapier Integration Set Up

To set up the Zapier integration, just click the Connect Zapier to Social Intents button or choose one of the pre-built Zaps on the page.  Make sure to copy your API Key as you'll use that in the Zapier set up. 

In Zapier, you can create a free account and choose the integration you'd like.  For instance below is the set up for sending live chat transcripts to Salesforce.

Here's a pre-built integration for sending live chat transcripts to HubSpot.

There are hundreds of SaaS integrations you can choose from to send live chat transcripts, or offline messages to when the Zapier integration is configured.

Set up your Trigger Type for Zapier

Lastly, make sure to determine if you want to always send transcripts to Zapier or only when you trigger/tag them within a live chat session.

This option is at the bottom of the Zapier Integration page in Social Intents.  By default we will always trigger the Zapier zap when the chat session ends.  If you turn this setting on, then the zap will only be triggered if you type /zap into the message area in the live chat conversation from the agent side during your conversation.  In this case, we will send the zap once the chat concludes.