AgencyZoom + Chatra
Create new AgencyZoom business leads from new Chatra conversations
Efficiently track and manage new sales leads with this seamless workflow. Whenever a new conversation starts in your Chatra app, the information is instantly transferred and converted into a new business lead in your AgencyZoom app. By facilitating immediate information transfer, this workflow allows you to focus on strategic tasks and ensures that potential customers are never overlooked. Enhance your lead management strategy with this streamlined process, optimizing your business operations more elegantly.
Efficiently track and manage new sales leads with this seamless workflow. Whenever a new conversation starts in your Chatra app, the information is instantly transferred and converted into a new business lead in your AgencyZoom app. By facilitating immediate information transfer, this workflow allows you to focus on strategic tasks and ensures that potential customers are never overlooked. Enhance your lead management strategy with this streamlined process, optimizing your business operations more elegantly.
- When this happens...New Conversation
Triggers when a new conversation is started by a visitor or an agent.
- automatically do this!Create Business Lead
Create a business lead in Agencyzoom.
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New Message in Conversation
Triggers when a new message is sent in a conversation by a visitor or an agent.
Try ItNew Finished Conversation
Triggers when a conversation ends.
Try ItLead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
