Close and Live Chat
Integration via Zapier
Create a Close.com lead or opportunity when a live chat is closed or when you receive an offline live chat message.
How this Live Chat Integration Works
The Close.com live chat integration helps you to send all of your live chat data directly into Close as soon as your live chat is complete. Keep all of your data synced in Close automatically. Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, we are dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale without overpaying for enterprise software, you've found the right sales tool. Close lets you email, call, and text your leads, all without add-ons. Close is designed with the goal of making salespeople as efficient as possible. Make and receive calls with just 1-click.
What you can automate with Close
Create a new Close contact automatically when a visitor leaves their email or phone in chat.
Attach the full chat transcript to the Close record so your reps open the conversation already knowing the context.
Log the page the visitor was on and where they came from, so you can see what they were reading before they reached out.
Start a Close sequence for visitors who asked about pricing but did not book a call.
How to connect Close
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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 Close as the action app and authorise your Close 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 Close automatically.
Social Intents and Close
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.
Close
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email, your team can communicate with prospects and customers all in one place.
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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