Thanks to the integration with Import2 (currently available only in the Automation package), you can now easily transfer data from another CRM application into Livespace, and visa versa. The only requirement is that the application from which you plan to migrate data should be on the list of Import2 ready integrations.
Zapier allows you to instantly connect Livespace with over 1,000 apps and move information between them automatically, so you could focus on your everyday work.
Full list of applications that you are now able to integrate with Livespace is available on Zapier website.
It includes, among others:
In order to start the integration:
After that, Livespace will be available on the list of apps while creating new Zaps as:
Enter three parameters for your Livespace account:
Remember:
To create an integration through Zapier, an API key is required. It is available for accounts with the Automation or Enterprise plan. To get these information, simply go to Account Settings > API in your Livespace account.
After setting a connection, you can move on to integrate selected applications.
Using Livespace CRM and connecting it with other tools, will help you automate processes and store important information in one place. It will allow for example:
PieSync is a tool which allows you to easily integrate two applications. This means that you will be able to automatically transfer selected information from one application to another or both ways. The only condition is that both apps have to be supported by PieSync.
The full list of applications that you will be able to integrate with Livespace is available on the PieSync website.
PieSync supports among others:
In order to start the integration, choose two apps in PieSync, that you want to integrate with each other and using simple rules decide which data to send and under what conditions.
Main rules are IF and THEN:
Worth knowing:
With PieSync you can send data between apps one or both ways, you choose the type of synchronization. You can also indicate the application whose data will always be more up-to-date. That way, PieSync will always know which data to prefer in case of discrepancies.
If you use more than one data management tool in your company, it can be difficult to ensure the quality of the data. Now you can easily take care of its consistency.
PieSync will help you automate some parts of the process and will also help you manage data kept in different places.
Worth knowing:
To create an integration with PieSync, an API key is required. In Livespace, it is available in Automation package. You can find information on this subject in Account settings > API .
You can now integrate Livespace with multiple cloud apps using our PieSync integration.
It provides 70+ different integrations, with new apps being added by PieSync every week.
Integrations include services like Email Marketing & Automation apps, Customer Support, Accounting, eCommerce and much more.
PieSync is an online platform allowing you to connect multiple cloud apps seamlessly. Users can choose what data they would like to sync. Once sync’s are set-up, PieSync’s 2-way mirroring works in the background, continuously updating in real time giving users data consistency across all connected tools.
First, choose the apps that you would like synced. Piesync provides a search bar to quickly get to the apps you’re looking for. After you select the first app, you immediately proceed to select the second app and Piesync will connect the two on next step.
In order to use PieSync, you will need to have registered accounts with the apps you selected. You’ll need to connect PieSync to these apps so they can fetch the contacts data configuration. You do this for both apps. If it is the first time using PieSync, you will need to authorize both apps, one after the other.
If you have previously set up a connection with any of these apps, you can choose to re-purpose that authorization. You can also choose to log in to your apps with a separate account too.
Once you’ve authorized your 2 apps, you tell PieSync how they should keep your data in sync. By default, PieSync proposes a two-way sync with a drop-down to allow for one-way syncs (do I need one-way or two-way?).
A two-way sync starts off with 2 rules. Each rule fulfils the conditions of each side of the sync. PieSync looks at all the data stored on each side, so you can define exactly what data needs to move from one side to the other. If you need a simple all-to-all sync, this is all you need to setup (ie. don’t change anything to the default setup).
Your contacts don’t behave the same way across all apps:
Through PieSync you can and should tweak the sync so that not only contacts get synced, but you also respect the segmentation, tags, groups, categories, custom attributes, subscription status etc. of the apps that the contacts live in. In a PieSync rule, you can choose to add a filter and add actions to syncs.
What you can do varies from app to app. Typically, it is in the if-clause that you’ll be able to define a segment of your contacts. In the then-clause, you can perform actions such as adding the contacts to the counterpart of that same segment in the other app. Combine this with other actions you can perform as a result of a sync, and the possibilities are truly endless.
In addition to setting up sync rules, PieSyncs presents a series of app-dependent options. These include:
A contact is more than just a name. All your contacts attributes need to be carefully mapped with one another in a sync.
Make sure no other integrations are running next to PieSync for the accounts you have connected in PieSync. Other integrations will have access to your data and have the ability to manipulate as well. For this reason, Piesync recommends using PieSync and nothing else to keep your data in sync.
In case you have a lot of contacts in your applications, the initial sync will take some time, even if you configured PieSync only to sync a subset of your contacts. During the initial scan, we need to process all of your contacts (also the contacts outside the chosen subset) to avoid duplicates during the sync. After the initial sync, it should never take much longer than five minutes for updates to show.
Once the connection is running, the activity monitor will be your real-time view of PieSync’s operations. It provides insight in:
When Avoid Duplicates is enabled in the dashboard, PieSync only syncs contacts that have an email address. The email address is the field they match your contacts on between your two databases/apps.
When enabled, what happens during the initial sync?
When enabled, what happens once the sync is active?
When disabled, what happens during the initial sync?
When disabled, what happens once the sync is active?
When is disabling recommended?
Some connections have this enabled by default. Can I have this disabled?
Customizable Field Mapping allows you to create custom mappings so you can define which contact fields should be kept in sync between your applications, including custom fields.
Important to note – Customizable Field Mapping is only available from the Pro or Medium PieSync Plan and onward.
You can set up customizable field mappings below the default field mapping in the configuration. You can add an unlimited amount of mappings and remove, enable/disable them anytime. In case you add a custom field in the apps you are syncing, just click the refresh button and the field will appear in the custom mappings list after.
Custom fields are dependent on the apps you have connected and which (custom) fields you have available on both sides.
What are Custom Fields?
Custom fields are fields that are not part of the standard fields offered by the applications you are syncing. In most cases, they are added by the user.
You are able to amend the sync direction of your customizable field mappings according to your specific case.
Two fields* (standard or custom) kept in sync, defined by the user. *Some standard fields are already synced in the default field mapping, so worth checking before adding additional custom fields*
The custom mappings will sync in the direction you have set up in the configuration of your connection, so this could be either two-way or one-way.
However, there are some exceptions where a custom mapping can only sync one-way:
Bear in mind that the general direction of the sync decides your syncing behaviour. When you have your connection configured as a one-way sync in the other way (←), following message will pop up.
Why are my (custom) fields not showing in the custom mappings dropdown OR greyed out?
This could be caused by one of the following reasons:
Custom Mappings are available from the Pro Plan onward.
You can add custom fields to your Livespace account very easily.
Go to your Account Settings > Forms (on the left side column) > select Additional Fields along the top sub-section > choose the section you would like to add the Custom Filed to.
Once you have selected the section (and sub-section), you would like to add Custom Filed to;
SALESmanago is a modern tool for marketing automation and sales. It allows, among others:
Livespace CRM allows you to integrate with SALESmanago and take advantage of all the advantages of modern CRM and Marketing Automation.
Livespace CRM tasks can be integrated with other apps which support calendars in formats such as iCal or RSS. This way, you can display Livespace calendar in Google Calendar, Outlook or any other app compatible.
Gravatar is a service allowing you to link an e–mail address with a photo or picture – users avatar. Livespace has the option to turn on the integration with Gravatar. If the avatar is found for any of your contacts, it will be automatically used instead of the default blank image visible on its profile and on the contact list. Of course you can still set your own contact avatar for a given person.
If you want to turn on integration with Gravatar, go to the Account settings and click on the Gravatar logo in the Integrations and add-ons tab. Then, press Please turn on avatars in Gravatar to activate the integration.
The number of displayed avatars obviously depends on how many of your clients use the services and set the appropriate pictures for their email addresses.
One thing is certain – the contact list with photos looks much better 🙂
Livespace CRM plugin for Google Chrome allows you to add new contacts and deals quickly and directly from your browser. You can download our plugin from Google Store, here: chrome-social-contact.
Livespace gives you a possibility to both upload files from the computer on which you are working, and use the files you keep in the Dropbox (http://www.dropbox.com). In the first case (uploading from your disc) selected files are placed in the Livespace server and you can access them at any time. In the second case (Dropbox) only a link to the file from Dropbox is stored in Livespace, so if you delete a file from Dropbox, it will be no longer available in Livespace, too. Read more
When you add a new company to Livespace, start with typing in its NIP number. You will see the icon that will allow you to download further company details from Prześwietl.pl database.
Clicking on the icon will automatically download the address and corporate information. The name and address details of the company will fill out automatically. Now you can approve it with the Save button.
The integration is enabled by default. To turn it off or restart, go to the Account settings > Integrations and add-ons > Prześwietl.pl and select the proper settings.
Using our plug-in for Google Chrome you can save your contacts directly from Prześwietl.pl to your Livespace CRM. Just go to the profile of the chosen company. The icon to add the company to Livespace will appear in the address bar.
If you need more information about our Google Chrome plug-in, read this article.
Livespace in Automation and Enterprise packages, can be integrated with various tools and solutions. Below, you can find detailed information about the available integrations.
Livespace also has API that allows you to quickly integrate other tools and applications used in your company. Read more about that here.
Landingi.com is a very friendly service that allows you to create perfect landing pages with a simple visual editor. By integrating it with Livespace CRM, the information (records) entered into the landing page forms are send directly to Livespace. If you want to integrate it, just copy the API keys from your Livespace account to the settings form on the created landing page.
Where to find the Livespace API key
To download the API key, log in to Livespace and go to the Account settings > API.
On the right side, you can find a list of people in Livespace and their API keys. To enable adding new contacts on behalf of a specific person, display and copy the API data for this person. These are two parameters: API key and API secret. They will be necessary to carry out the integration with Landingi.com
Integration with Landingi.com
To connect a landing page to your Livespace account, log in to Landingi.com and go to the editing form of the specific page. Then, when you see a form intended for entering data, select Edit option to determine where the saved information should go.
From the menu on the left select Settings tab, and then, in the Sending method field, choose Livespace. Complete the three parameters necessary for the proper integration:
Name of your Livespace instance – the address you use to log in to Livespace, but without the “http://” or “.livespace.pl” part (for example, in the case of “http://demo.livespace.pl” it will be simply the word: “demo”)
Your API Key – that you previously copied from Livespace
Your API Secret – that you previously copied from Livespace
After completing the form, confirm the entered information and go back to your landing page edition. From now on, your obtained contacts will be saved directly into Livespace CRM.
Landingi.com will also match the content of the landing page form fields to the proper fields in Livespace, depending on the selected type of a form.
Worth knowing:
Integration of your Livespace account with Datera Call-eX VoIP system allows you to easily record your calling history. In the history of the given contact, you will find information about all the performed conversation. You can listen to it, as well as download the recordings of conversations. The integration also allows you to call the customer with a single click, without having to dial a number and allows automated display of a given customers profile when you receive an incoming call.
In this article you will find:
Integration with Call–eX allows you to automatically record the conversation history on a contact’s profile. If you call a customer with active VoIP, or if a customer calls you, this information automatically appears in the history of your contacts with this customer, as the new post on the wall.
In the same way, as it does in the case of a customer profile, history of incoming and outgoing phone calls is presented on each Livespace users profile. The specific icon of a person visible by the post depends on who performed the data connection (client or user).
Starting the integration with Datera brings up a new filter on the contact wall – Phones. It allows you to quickly show only the alerts related to the call history.
If you have Datera subscription allowing you to store conversation recordings, you can listen to them quickly by going to a given profile in the Livespace contacts history.
By default, saved conversations are not stored in Livespace, so they do not take your disk space. Saving them to CRM takes place at the time of your first attempts to listen to it. You can also download recordings in MP3 format.
In Livespace, you can display information about incoming calls with automatic matching the contacts by its phone number. Clicking on the message opens the contact profile and allows you to familiarize yourself with the history of contacts (eg. emails, notes) with the given customer. It also gives you the access to additional information that may be helpful during a call.
For the proper use of this feature, you need to configure the CTI Styk service in the Datera Call–eX settings. Then, you need to introduce the CTI Styk information to Livespace settings.
Having the active Datera integration you can quickly make calls to customers from the CRM system, without having to dial a number on the keypad or using additional application supporting VoIP.
Clicking on a phone number in Livespace displays a question on making a phone call. If you confirm that you want to make a call using Datera Call–eX, the connection will be established.
First, the telephone number linked to the specific Livespace user calls. After picking up the handset you will be connected to the chosen Livespace number. If the specific Livespace user has several phone numbers, he will be able to choose from which the call is to be made.
Launching integration with Datera allows you to automatically count the number of dialled calls and to take them into account in statistics. Call statistics are available in the Statistics tab, in Activities section.
The list of all conversations with the numbers of your Livespace users can be found in the Notifications > Calls.
List of conversations shows the calls from all phone numbers added to Livespace. It also gives you the possibility to quickly filter the conversations, so that you can find only those ones that are really interesting to you.
You may also find conversation with the numbers that are not assigned to any contact on the conversation list. Such talks can be quickly assigned to the existing contact on the list, with simultaneous completing it with a phone number or creating a new contact.
To configure the integration with Datera:
In the Account information section type login information for the Datera panel:
In the Settings tab, you need to activate integration and customize settings to your needs. This is where you can make a decision:
The last step is to assign numbers to the individual Livespace users. You will need to enter the phone number and Datera SIP login for every single user.
Livespace allows for a two-way synchronization of your contacts with iPresso and iPresso Express.
By using RSS feeds you can be informed what is new in your Livespace by any RSS reader – computer, mobile phone or tablet. Read more
Livespace API allows you to integrate Livespace with many external applications – you can do it on your own, or in cooperation with our support team. Please note that this feature is available in Automation package or higher.
Livespace API allows for the fully automatic addition of the new contacts that filled out the registration/contact form and send it to the CRM system.
In practice, this usually means performing the activities such as:
After integrating the used registration/contact form with Livespace, your data will go straight to Livespace CRM, with regard to the proper origin of the contact. Livespace API is available free of charge for each user account.
From the API level, you can also add, delete and unblock users (if they are blocked, for example, after several unsuccessful login attempts). This option is available only after enabling it in the Account Settings > API> Settings.
Detailed information about the API can be found in the Documentation.
To make it easier to communicate your applications with our API, we prepared SDK for PHP. Using the SDK you can easily communicate with the API, focusing on the performance of specific activities rather than on the details of communication and data exchange.
To obtain the SDK library, please contact us using the address: support (at) livespace.io
