Integrate LiveChat with Lasso via Zapier
In this article:
- Why Integrate LiveChat with Lasso
- How Zapier Works With Lasso
- Start Zap
- Create Trigger
- Connect Zapier to LiveChat
- Create Action to Connect Zapier to Lasso
- Separate Customer Name Field into First Name and Last Name Fields
- Map Fields
- Finished Chats pushed to Lasso as new registrants
- LiveChat contacts automatically sent a thank you email from Lasso
- LiveChat contacts automatically assigned to a sales rep in rotation in Lasso
- Chat Transcripts passed to the Notes field in Lasso
To see an example of how LiveChat can connect with Lasso, click here or find a video at the bottom of this page.
The connection between Zapier and Lasso is made via Lasso's API (Application Programming Interface). You will need to first create the connection between Zapier and your application and then create the connection between Zapier and Lasso. This is done by creating a Zap. The Zap combines a Trigger and an Action that automates a task for a user. The Trigger is the completed call and the Action is the submission of the registrant’s data to Lasso. The last step is to map your form fields to Lasso fields via a template provided in Zapier.
Please note the following:
- The Lasso Pro API Key to connect Zapier to CallRail. Your Lasso Client Director will provide this to you.
- You will need to split the Name field in LiveChat into separate First and Last Name fields for Lasso. To do this, you will need to use Formatter by Zapier, which is only available in the premium version.
1 – Click Make a Zap!
2 – Enter a name for your Zap in the space provided.
1 – In the Search bar under Choose a Trigger App, start to enter LiveChat.
2 – Select LiveChat from the list that appears.
3 – Under Select LiveChat Trigger, select Finished Chat, and click Save + Continue.
1 – Click Connect an Account.
2 – A message will come up asking you to Authorize Zapier to access your LiveChat Account. Enter your LiveChat login email and your API Key in the spaces provided.
Note: You will find your API key in LiveChat at https://my.livechatinc.com/agents/api-key.
3 – Click Yes, Continue.
4 – Your LiveChat account should now be connected with Zapier. Click Save + Continue.
1 – Once you have set up the trigger and connected your LiveChat account with Zapier, you will connect the Zap to Lasso. Click Add a Step.
2 – Click Action/Search.
3 – Start to type Lasso into the Search bar and select the most recent version from the list that appears.
4 – Select Update or Create Registrant, and click Save + Continue.
5 – You will need the Lasso Pro API key before continuing. Please contact your Client Director for this if you haven’t done so already.
6 – Click Connect an Account.
7 – A page will appear asking if you want to allow Zapier to access your LassoCRM account. Enter the Lasso project name under Name of the project and paste the API Key into the Api Key box.
8 – Click Yes, Continue.
9 – The connection will now be displayed. Select it and click Save + Continue.
Next, you will need to use the Zapier Formatter to separate the Customer Name field in CallRail into First Name and Last Name for Lasso. This will require two Actions – one for the First Name and one for the Last Name.
1 – Click the + button.
2 – Select Formatter.
3 – Select Text and click Save + Continue.
4 – In the Transform field, click on the dropdown. Find and select Split Text.
5 – In the Input field, click on the right and select the Visitor Name field.
6 – In the Separator field, enter [:space:]. The first space in the Customer Name will be used to split the name into two.
7 – In the Segment Index field, click the dropdown and select First.
8 – Click Continue.
9 – Click Send Test To Formatter by Zapier.
10 – A message should come up saying Test was successful! Note the output should be just the first name.
11 – Identify your Action by clicking on the 3 dots in the Action panel and selecting Rename. Enter First Name.
12 – Next, you need to add an Action to pull the last name. Click Add a Step.
13 – Select Formatter.
14 – Select Text and click Save + Continue.
15 – In the Transform field, select Split Text.
16 – In the Input field, select Finished Chat and then Visitor Name.
17 – In the Separator field, enter [:space:].
18 – In the Segment Index field, select Last.
Note: If the Visitor Name is Tom Smith in LiveChat, the above Actions will split the name into First Name of Tom and Last Name of Smith in Lasso. However, if the Visitor Name is more than two words, such as Tom Robert Smith, the First Name will be Tom and the Last Name will be Smith in Lasso. The sequence will the first word and the last word from the Visitor Name field.
19 – Click Continue.
20 – Click Send Test to Formatter by Zapier.
21 – A message should come up saying Test was successful! Note the output should be just the last name.
22 – Identify your Action by clicking on the 3 dots in the Action panel and selecting Rename. Enter Last Name.
Once you have connected Zapier to Lasso, you will need to set up a template, mapping fields to Lasso fields.
1 – In the First Name field, click on the right. Select the First Name Action you created earlier and then select Visitor Name.
2 – In the Last Name field, click on the right. Select the Last Name Action you created earlier and then select Visitor Name.
3 – In the Email field, click on the right. Select Finished Chat and then Visitor email.
4 – In the Note field, click on the right, select Finished Chat and then Chat Transcript. This will copy the chat content into the Notes field in Lasso.
5 – In the Source Type field, enter Online Registration. This is a default Source Type in Lasso. If your entry does not match an existing Source Type in Lasso, it will be automatically added so please ensure it is typed exactly as in Lasso.
Note: If you do not enter a Source Type in this field, the Source Type for LiveChat contacts will be API.
6 – In the Secondary Source Type field, enter LiveChat. If your entry does not match an existing Secondary Source Type in Lasso, it will be automatically added so please ensure it is typed exactly as in Lasso.
Note: If you do not enter a Source Type in this field, the Source Type for LiveChat contacts will be blank.
7 – If you would like the LiveChat contact to be automatically assigned to a sales reps in rotation, click on the dropdown in the Rotation field and select the rotation from the list.
8 – In the Thank You Email by Id field, enter the Thank You Email Template ID that will automatically send a thank you email to the LiveChat contact. (The template ID can be found in the browser address when the template is selected in Lasso.)
9 – Once you are satisfied with the fields you have mapped, click Continue.
10 – Scroll to the bottom and click Send Test To LassoCRM.
11 – A message should come up saying Test was successful! Scroll through the data to make sure all is correct.
12 – Go to your project in Lasso, find the registrant, and note the following:
- The Rating will be N, indicating a new registrant.
- The Source will be Call In if you entered this into the Source Type field in your Zap. If you left this field blank in your Zap, the Source in Lasso will API.
- The Chat Transcript will be in the Notes.
- If the Sales Rep Rotation was entered, the sales rep(s) will be assigned.
- If the Thank You Email Template ID was entered, the registrant will have a history item of the outgoing email.
13 – If you are satisfied the connection is working correctly, go back to your Zap and click Finish.
14 – You will see a message asking if you are Ready to turn on your Zap. Click the Your Zap is OFF button to change it to Your Zap is ON.
This video will provide an example of how CallRail can connect with Lasso using Zapier: