Airtable and Live Chat
Integration via Zapier
Create a record in Airtable when a live chat is completed or you receive an offline message.
How this Live Chat Integration Works
Airtable is a modern spreadsheet tool with database functionalities. It is simple, user-friendly, and allows anyone to quickly create a database. It's one of the many no-code tools that are rapidly gaining traction.
What you can automate with Airtable
Create an Airtable record for every completed chat or offline message.
Store visitor details and the full transcript in structured fields you can filter.
Link chat records to existing customer or project tables.
Build views for missed chats, offline messages, and answered chats separately.
How to connect Airtable
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1
Sign in to Social Intents, open Integrations, and copy your REST API Token from the Zapier tab.
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2
In Zapier, search for Social Intents and connect it using that token as the API key.
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3
Choose a trigger: a completed chat, a missed chat, an offline message, or a new lead.
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4
Choose Airtable as the action app and authorise your Airtable account.
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5
Map the chat fields you want to keep, such as visitor name, email, phone, and the full transcript.
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6
Turn the Zap on. New chats start flowing into Airtable automatically.
Social Intents and Airtable
Social Intents
We're Social Intents. We offer a live chat application that integrates natively with Microsoft Teams, Slack, Google, and Webex so you can talk to website visitors, offer great customer support, and sell more right from the tools you already use at your company.
Airtable
Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
How Businesses use Social Intents for Live Chat
Provide Incredible Customer Support
Offer real-time customer support directly from Microsoft Teams, Slack, Gmail or our web-based chat console. Use the tools you already have to provide customer service to your visitors.
Close More Online Sales
Engage potential customers when they need your help, and enhance your team with AI Chatbots trained on your business data.
Have More Engaging Conversations
Bring all customer communications into Slack or Microsoft Teams. Respond to inquiries quickly without having to switch between apps, increase customer satisfaction, and build strong customer relationships.
Don't just take our word for it
"Social Intents powered our COVID-19 Success Story. Our college was given less than a week's notice that we needed to close our campuses. Within a week, we had more than 110 staff trained and answering hundreds of student's questions every day."
Joshua S. - Education Management
"Perfect solution, easy to integrate and best online support I've ever had! A solution that covers basic to completely custom."
James H. - Marketing and Advertising
"Rapid setup and ease of deployment. It uses Microsoft Teams which we already used so staff were able to hit the ground running."
Russell L. - Web Developer
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