Send LiveChat Leads to vtiger

LiveChat to Vtiger Integration Guide

With Syncspace, you can automatically send new entries from your LiveChat directly to your Vtiger—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 Vtiger automatically.
It’s fast, simple, and saves you time.

Prerequisites:

• You have access to both a LiveChat account and a vtiger 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 vtiger from the Dropdown

Step 4 Add your vtiger URL, your Username and vtiger Access Key and first click Verify then Save

Need help creating credentials?Need help creating credentials?
For Vtiger CRM, Click here
For Vtiger Open Source, Click here.
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 and copy webhook URL

• Choose LiveChat
  

Step 7 Copy the Webhook generated for live chat

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 vtiger

Step 11 Select the vtiger account you created earlier while setting up your app credentials.

Step 12 Choose the Model for vtiger

Step 13 Click on the "Save and Map Fields" button

Step 14 Match LiveChat fields to Hubspot fields

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

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