Integrate Live Chat with Zapier

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Zapier live chat integration

How to connect live chat with Zapier?

Watch the video for detailed explanation, alternatively you can follow the steps given below

Step 1

 

Create a free Zapier account if you haven’t already. Click here to join Zapier. 

 
 
 
Connecting live chat to Zapier - step 1
 
 

Step 2

Request access to your API key. Email integrations@chatmetrics.com from your registered company email and we’ll send you the API key within 24 hours.

 
 

Step 3

Once you have received your Chat Metrics secret API key. Click on this Chat Metrics > Zapier invite link and start setting up your integrations by clicking ‘Accept invite & build a zap’ button or ‘Login to accept invite’ if you are not already logged in to Zapier.

Connecting live chat to Zapier - step 2
 
 

Step 4

You should now be redirected to the Integration setup page. You’ll see a screen as shown here. Click on trigger event dropdown and select ‘New Lead’ option. Click continue

Note: Zapier integration is broken down into 2 major steps, 1st is to select a trigger which in this case is Chat Metrics and 2nd step is action, where you choose the application your data is sent to.

Connecting live chat to Zapier - step 4
 
 

Step 5

Click sign in to Chatmetrics.com. 

Connecting live chat to Zapier - step 5
 
 

Step 6

Select Don’t use a value for this conversion action.

 
 

Step 7

You can change all the other settings however it suits you. When you’re finished, click on create and continue. All the settings can be changed later on.

 
 

Step 8

Choose Google Tag Manager.

 
 

Step 9

Now paste the Conversion ID and the Conversion label values into the script we created (you’ll find it below the instructions).

 
 
 

Step 10

Copy the Conversion ID and the Conversion label.

 
 
 

Step 11

Once done, add the whole script to your site’s source code. Remember to place it below the LiveChat installation code.

				
					<script>
var LC_API = LC_API || {};
LC_API.on_chat_started = function()
{
// track this chat in Google AdWords
var google_conversion_id, google_conversion_label, img;
google_conversion_id    = 'YOUR_CONVERSION_ID';
google_conversion_label = 'YOUR_CONVERSION_LABEL';
img = new Image(1, 1);
img.src = 'https://www.googleadservices.com/pagead/conversion/'+google_conversion_id+'/?label='+google_conversion_label+'&amp;script=0';
}; 
</script>
				
			

Once done, add the whole script to your site’s source code or GTM. Remember to place it below the Chat Metrics installation code.