Highrise and Live Chat
Integration via Zapier
Create new cases in Highrise automatically when a live chat is completed.
How this Live Chat Integration Works
The Highrise live chat integration pushes all of your live chat transcripts and messages directly into Highrise automatically. Highrise is a straightforward and simple CRM which provides a set of basic features to give you what you need and NOT what you don't.
What you can automate with Highrise
Create a new Highrise contact automatically when a visitor leaves their email or phone in chat.
Attach the full chat transcript to the Highrise 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.
Add a note to the contact each time they chat, building a running history over time.
How to connect Highrise
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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 Highrise as the action app and authorise your Highrise 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 Highrise automatically.
Social Intents and Highrise
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.
Highrise
Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
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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