Send Live Chat Leads to Meta Customer list

Send Live Chat Leads to Meta Customer List Integration Guide

With SyncSpace, you can automatically send new leads captured through your website’s live chat directly to your Meta Customer List—no coding or manual exports needed. As soon as a visitor submits their information via live chat, their details are synced to your Meta audience for precise ad targeting and retargeting.

Just follow the steps in this guide, and your live chat leads will begin appearing in your Meta Customer List automatically.

It’s fast, effortless, and keeps your ad targeting up-to-date in real-time.

Prerequisites:

Before getting started, make sure:

  • You have a live chat tool integrated into your website.

  • You have a Meta Business Manager account with permission to manage Customer Lists.

  • You are logged into both platforms in your browser.

Step 1 Click on Add Space to create a new space
Step 2 Select your Source App from the dropdown and copy webhook URL
Step 3 Copy the Webhook generated for live chat
Step 4 Steps to Verify a Webhook in LiveChat

Link

Step 5 Go back to the integration platform and click Verify Webhook, then click Continue
Step 6 Select your Target App from the dropdown
Step 7 Select the meta customer list account you created earlier while setting up your app credentials.
Step 8 Choose model for Meta Customer list.
Step 9 Click on the "Save and Map Fields" button.
Step 10 Match the fields between livechat and meta customer list

Example: Name → Full Name, Email → Contact Email, Message → Notes

Step 11 Choose how you want to save your space

You will see two buttons: Save as Draft and Save and Activate.

  • Click Save and Activate, your space will be saved and activated automatically.

  • Click Save as Draft, This will save your space, but it won’t be active. You can activate it later by following the next steps.

Step 12 From the Action Column, click to Activate Your Space
Gmail

New Attachment

Triggers when you receive a new attachment.

sheet

Only continue if...

Set up rules to specify when this Space can continue running.

Google Drive

Upload File

Triggers when any new file is added (inside of any folder).

Supported triggers and actions

Gmail

Triggers Attachment

Triggers when you receive a new attachment.

Gmail

New Label

Triggers when you add a new label.

Gmail

New Labeled Email

Triggers when you label an email.

Gmail

New Email

Triggers when a new email appears in the specified mailbox.

Gmail

Actions Attachment

Triggers when you receive a new attachment.

Gmail

New Label

Triggers when you add a new label.

Gmail

New Labeled Email

Triggers when you label an email.

Gmail

New Email

Triggers when a new email appears in the specified mailbox.

Gmail

New Attachment

Triggers when you receive a new attachment.

Gmail

New Label

Triggers when you add a new label.

Gmail

New Labeled Email

Triggers when you label an email.

Gmail

New Email

Triggers when a new email appears in the specified mailbox.

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