Send LiveChat Leads to SendGrid

LiveChat to SendGrid Integration Guide

With Syncspace, you can automatically send new entries from your LiveChat directly to your SendGrid contact list—no coding or technical skills required. Your chat data flows seamlessly from one platform to the other.

Just follow the steps in this guide, and your LiveChat submissions will start showing up in SendGrid automatically.
It’s fast, simple, and saves you time.

Prerequisites:

• You have access to both a LiveChat account and a SendGrid account.
• You are logged in to both platforms.

Step 1 Click on App Credentials

Step 2 Create a New Credential

Step 3 Configure app details

• Add your App Name
• Select SendGrid from the Multiselect Dropdown

Step 4 Add your SendGrid API Key and click Verify and save

Need help creating credentials? Click here for the guide.
If you’ve already done that, continue below to create the space.

Step 5 Click on Add Space to create a new space

Step 6 Select your Source App from the dropdown

Choose LiveChat

Step 7 Copy the Webhook URL generated for LiveChat

Step 8 Steps to Verify a Webhook in LiveChat

Need help creating credentials? Click here for the guide.
If you’ve already done that, continue below to create the space

Step 9 Go back to the integration platform and click Verify Webhook, then click Continue

Step 10 Select your Target App from the dropdown

• Choose SendGrid

Step 11 Choose the "Contacts" as SendGrid Model

Step 12 Select the SendGrid account you created earlier while setting up your app credentials

Step 13 Click on save and then Map Fields

Step 14 Match LiveChat fields to SendGrid fields

Example: Name → Full Name, Email → Email Address

Step 15 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 16 From the Action Column, click to Activate Your Space

Step 17 Start another Demo Chat Session using LiveChat

Step 19 Log in to your SendGrid account → Go to your Contancts list

 You should see the new contact added from the chat interaction