Live Chat CRM — Every Chat, A Tracked Lead
Live chat visitors are your warmest leads. Connect your chat platform's webhook to TeknoVesta and every conversation creates a CRM contact automatically — with chat transcript, source page, and visitor metadata preserved.
Understanding the Problem
Live chat captures intent at the moment of highest interest — when a visitor is actively considering your offering. Most chat platforms (Intercom, Tawk.to, Crisp, LiveChat, Drift, Tidio, HubSpot Chat) support outgoing webhooks for events like new conversation, contact identified, or conversation closed. TeknoVesta receives these webhooks and creates structured CRM leads with the conversation transcript, visitor email/name, source page, UTM parameters, and conversation status. No manual entry, no missed follow-ups.
Core Modules
Universal Webhook Support
Works with any chat platform that fires outgoing webhooks on new conversations or contact capture. Intercom, Tawk.to, Crisp, LiveChat, Drift, Tidio all supported.
Full Conversation Transcript
Complete chat transcript stored in CRM contact notes. Sales reps see what was discussed before reaching out for follow-up.
Visitor Metadata Captured
Source page URL, referrer, UTM parameters, browser, and device type all flow to CRM fields. Track which campaign or page sparked the chat.
Status Lifecycle Tracking
Webhooks for conversation opened, agent responded, conversation closed all update the CRM lead status. Pipeline reflects real conversation state.
Agent Assignment Sync
If your chat platform routes to specific agents, that agent becomes the CRM lead owner automatically. Continuity of relationship preserved.
KVKK & GDPR Compliance
Chat consent (pre-chat surveys, GDPR opt-in) flows to CRM opt-in tracking. Audit logs include consent state and conversation language.
How It Works
Generate Webhook URL in CRM
In TeknoVesta dashboard, add new Live Chat integration. Select your chat platform from the dropdown. A unique webhook URL is generated.
Open Chat Platform Settings
In your chat platform admin (Intercom Settings → Webhooks, Tawk.to Property → Webhooks, etc.), find the outgoing webhooks section.
Add Webhook
Paste the TeknoVesta URL. Select events: "new conversation", "contact identified", "conversation closed" (event names vary by platform). Save.
Start Test Conversation
Initiate a test chat with your own email. TeknoVesta receives the webhook and prompts you to map chat fields to CRM properties.
Map Fields & Go Live
Drag-and-drop mapping in TeknoVesta dashboard. Live chat conversations now create CRM leads automatically.
Key Benefits
Capture High-Intent Leads
Chat visitors are 5-10x more likely to convert than passive form-fillers. Capturing them in CRM with full context maximizes follow-up success.
No Lost Conversations
When an agent gets pulled away or a chat ends without follow-up, the CRM still has the lead. Nothing falls through the cracks.
Multi-Platform Support
Switching from Tawk.to to Intercom (or any other migration) doesn't lose CRM history. The webhook target stays the same; only the source platform changes.
Works with Chatbots Too
AI chatbot platforms (ManyChat, Chatfuel, Drift bot) that fire webhooks on lead capture work the same way as human chat tools.
Frequently Asked Questions
Which chat platforms are supported?
Any platform with outgoing webhook support: Intercom, Tawk.to (free), Crisp, LiveChat, Drift, Tidio, HubSpot Chat, Olark, Zendesk Chat, Freshchat, Chatra. Step-by-step setup guides for each major platform.
What if my chat platform does not support webhooks?
Some legacy platforms only support polling or email-based notifications. For those, we recommend Zapier or Make as a bridge — TeknoVesta has native Zapier and Make integrations. Most modern chat tools support webhooks natively.
Does this capture anonymous visitors too?
It depends on platform configuration. Some chat platforms create webhook events only when visitor identifies (provides email). Others fire on conversation start. TeknoVesta processes whatever the platform sends — anonymous conversations create CRM leads with limited info that can be enriched if the visitor later identifies.
Ready to connect your tools?
Get in touch to see how TeknoVesta integrates with your existing systems.
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