Send Live Chat Data to SendGrid

LiveChat to SendGrid Integration Guide

With Syncspace, you can automatically send new entries from your Live Chat 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 Live Chat 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 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 Choose the "Contacts" for SendGrid Model

Example: Add Contacts to a List
First Save the Settings then Click for Map Fields

Step 8 Copy the Webhook URL generated for LiveChat

Step 9 Steps to Verify a Webhook in LiveChat

Log in to your LiveChat account and go to the Dashboard.

• On the left-side menu, scroll down and click on “Apps”.

• At the bottom left under Apps, click on “Automate with Webhooks“

Step 10 Click the "Add Webhook" button to generate new Webhook

Step 11 A pop-up will appear paste your webhook URL in the "Target URL" field

• click the  “Save” button.
• Your webhook will be verified (LiveChat will send a test request to confirm it).

Step 12 From the dashboard's sidebar Menu, go to Settings and then click on Forms.

Under the Menu, select Pre-Chat to access the page.
Note: For capturing lead data, it is recommended to enable pre-chat form from the livechat dashboard as shown below

Step 13 Start a Demo Chat Session using LiveChat

Step 14 End the chat session to send data to the integration platform

Step 15 Go back to the integration platform and click Verify Webhook, then click Continue

Step 16 Select your Target App from the dropdown

Choose SendGrid

Step 17 Click on save and then Map Fields

Step 18 Match LiveChat fields to SendGrid fields

Example: Name → Full Name, Email → Email Address

Step 19 Save the field mapping configuration

Step 20 From the Action Column, click to Activate Your Space

Step 21 Start another Demo Chat Session using LiveChat

Step 23 Log in to your SendGrid account → Go to your Contancts list

 You should see the new contact added from the chat interaction