Integrating Lead Docket with Client Chat Live
How it works:
Client Chat Live will work with your firm to set up the Lead Docket Application Programming Interface (API). After a chat session with a visitor has completed, contact information from that chat session will be automatically passed through to your Lead Docket system.
Lead Docket standard contact fields can be passed through integration (e.g. First Name, Last Name, Email, Phone Number). It can also include the chat transcript.
What we need from you is the Endpoint URL. Once you have the Endpoint URL, send it to your CCL customer support representative know to finalize the integration set up on our end.
See the image above as an example of what the Lead Docket Endpoint URL looks like.
- To follow a step-by-step guide to how to set up the integration on your Lead Docket account view this Lead Docket Article.
- If you need further assistance, Lead Docket has assigned you a data operations specialist on their end to help generate the endpoint. If not, you can reach out to their support at support@leaddocket.com
Contact your CCL representative to implement the Lead Docket integration by:
- Submitting a Service Ticket on the Dashboard by clicking here
- If you do not have a specific person you are working with on the CCL team, you can always email support@clientchatlive.com
Please note that the integration does not check for duplicate contacts. If a duplicate contact (i.e. repeat visitor or current client) starts a chat a new contact record will be created through the integration.