Most Live Lookup implementations use a trigger based workflow to run Live Lookup on ticket creation before an agent has even seen it.
For example, a trigger
is defined to run Live Lookup as soon as a ticket is created. When the Live Lookup runs, if there is only one
result, any fields Live Lookup knows how to populate it will populate. That ensures the data is available instantly to HelpSpot
so that the ticket will be shown in the appropriate filters
right away without any human intervention to set fields.