Placester

Route your Placester leads into Rechat for increased lead engagement and conversion. Your Placester leads, and their data, will automatically be transferred to Rechat.

Before you begin

You must have access to the lead-routing or integration settings for your Placester website.

This connection is completed in two parts:

1. Create the Placester lead route and copy its API URL from Rechat.

2. Add the API URL to your Placester settings.

Create a Placester lead route in Rechat

1. Select People from the main navigation menu.

2. Select Lead Routing. Lead Routing is where you can connect lead sources and control how incoming leads are distributed.

3. Select Add Route.

4. Enter a name for the new route, such as Placester Leads.

Best practice: Include the provider’s name in your route name. This makes each route easier to identify, especially when you receive leads from multiple sources.

1. Select Connect Source on the new route.

2. Select Placester from the list of available lead sources.

3. Rechat will generate a unique API URL for the route. Select the Copy icon beside the API URL.

4. A confirmation message will appear when the API URL has been copied to your clipboard.

The API URL is unique to this Rechat lead route. Do not use an API URL copied from another user or route.

Complete the connection in Placester

After copying the API URL from Rechat:

1. Sign in to Placester.

2. Open the settings used to manage lead delivery or integrations for your website.

3. Paste the API URL copied from Rechat into the appropriate webhook or lead-delivery field.

4. Save the connection.

If you cannot locate the correct setting, contact Placester Support for assistance adding a webhook URL for lead delivery.

What happens next?

After the connection is completed, new leads captured through Placester will be delivered to the Placester lead route in Rechat. From there, each lead will follow the distribution rules configured for that route.

Connecting Placester establishes the lead source, but the route must also include the appropriate routing rules and recipients. Review the complete route before relying on it for live leads.

Confirm the connection

Submit a test lead through your Placester website and confirm that:

• The lead appears in Rechat.

• The lead enters the correct Placester route.

• The lead is assigned to the intended agent or team member.

• The recipient receives the expected notification.

If the test lead does not appear, confirm that the complete API URL was entered correctly in Placester and that the Rechat route is active and properly configured.