Live2Support Live Chat Integration with Infusionsoft

As technology advances, so do the applications that are designed to serve our online business needs. The recent growth and adoption experienced by marketing automation software, in tandem with live chat support, bears witness to this growing trend. Keeping this in mind, Live2Support developed a plugin to enable seamless integration with Infusionsoft, one of the leading marketing automation applications in the online space today.

Introducing Infusionsoft

Infusionsoft is an end-to-end sales and marketing automation application for small and enterprise business solutions. It combines, on the same platform, critical business functions such as CRM, email marketing, lead capture and ecommerce. It maps out each step of the sales and marketing funnel and automates repetitive tasks including but not limited to follow-up, alert messaging and sales tracking. To learn more about marketing automation and how it can help your business, read our two part series on marketing automation which appeared in our newsletter, Live Wire Plus. While introduces you to the concept of marketing automation, sheds light on how you can implement a marketing automation solution in your company.

 

How to Perform the Integration

Live2Support’s integration with Infusionsoft was fueled by a need to establish synergy between our live chat software and the various processes it supports both in the customer service as well as the marketing realms. If you are a Live2Support customer, you can perform the integration by following the steps we have outlined below:

 

First Log into the Live2Support Live Chat Control Panel with your credentials which we have provided you.

Go to Control Panel-> Preferences Settings -> CRM Integration.

Check the Radio button for Infusionsoft CRM.

 

In order to generate the necessary action sets and parameters from Infusionsoft CRM, you will also need to do the following:

 

Application name: Your Infusionsoft account denotes your application name

API key: Please visit the URL mentioned below to know how to generate the API key:

Table name: Contact in table “Contact” Create a field chat transcript (_Chattranscript) with the field type (text area)

Action id: you will need to create an Action ID and provide the same

 

Please follow the URL we have mentioned below to complete the integration

https://goo.gl/1OIEvB

 

What are the Benefits of the Integration:

 

Once the integration is complete, the chat transcripts and visitor data generated by Live2Support will be automatically imported into the Infusionsoft application and integrated into the Infusionsoft database.  Your sales force, marketing professionals and customer support representatives will be able to access this data from within Infusionsoft. You can:

 View  up-to-date contact data about your visitors and customers from the CRM while chatting live with customers

Add new contacts to the CRM directly from live chat interactions with sales  leads and automatically trigger marketing automation campaigns that have specifically been designed for the sales leads gathered from live chat interactions

Push internal notes written by your sales and support teams as well as  automated chat transcripts to Infusionsoft in order to obtain a full view of customer profiles with your sales and support teams

Increase customer satisfaction through real-time support

Increase sales and conversions when you conduct live chat sessions, regardless of whether you are interacting with an  existing customer or a brand new visitor on your website