Create CRM Record from LiveChat (OOB or any Custom Entity)

LiveChat4Dynamics offers a convenient feature that allows users to create CRM records directly from Live chats. This integration streamlines the process of capturing customer interactions and converting them into actionable CRM data, making it easier for businesses to manage their customer relationships effectively.

Create CRM records from Live chats, whether in an Out-of-the-Box (OOB) entity or a Custom Entity.

Suppose Mark wants to Create a Record from an ongoing conversation, then he can click on Case, Opportunity, or any other configured entity.

In the screenshot above, if Sam Lee wants to create an Account from the conversation, he will:

1. Click on "Create Record" and select "Account."

2. The main CRM form will open. Mark will then fill in the necessary details and click "Save & Close" to create the Lead.

3. The newly created record will automatically be set as 'Regarding' for the related chat session.

Message Template

Global Template Once Sam Lee configured the Message template then he can use it for the all record type, As shown in the below screenshot.

Once configured, here's how the message template appears from the sender's perspective when sent from CRM. The interface and structure mirror those of Live chat, ensuring a seamless user experience.

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