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Quickly connect Chat Agents to Act-On with a Zapier template.

Our most popular template

Add contacts in Act-One from new chat leads in Chat Agents
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Chat Agents + Act-On

Add contacts in Act-One from new chat leads in Chat Agents

Details

Try it

Chat Agents + Act-On

How Zapier works

Zapier makes it easy to integrate Chat Agents with Act-On - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Chat Lead Updates" from Chat Agents.

Add your action

An action happens after the trigger—such as "Add Contact to Direct Select Segment in All Contacts" in Act-On.

You’re connected!

Zapier seamlessly connects Chat Agents and Act-On, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Chat Agents to Act-On integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Connect Chat Agents and Act-On to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Chat Lead Updates
Triggers when a existing lead is updated.
Trigger
Instant
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Act-On Outgoing Webhooks
Triggers when an Act-On outgoing webhook is received.
Trigger
Instant
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- Form
  Required
Trigger
Instant
Try It
- List
  Required
Action
Write
- Contact update policy
  Required
Action
Write

- List
  Required
- Email (To Identify Contact)
  Required
Action
Write

New Chat Lead
Triggers when there's a new chat lead.
Trigger
Instant
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- Program
  Required
Trigger
Instant
Try It
- Segment
  Required
- Contact
  Required
Action
Write
- Form
  Required
Action
Write
Update or Create Contact in All Contacts by External ID
Updates an existing contact or creates a new one if not found in All Contacts. A contact is identified by their unique ID in the source object. Go to Zapier’s help page to get more info.
Action
Write

About Chat Agents

Chat Agents is a true human-managed 24/7 website live chat service provider.

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Related categories

Customer Support

About Act-On

Act-On's growth marketing platform enables marketers to grow their business, deliver exceptional brand experiences, and drive customer engagement with their offerings across the customer life cycle-for every customer, every time.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Chat Agents and Act-On to unlock the power of automation

Set up your first integration

Add contacts in Act-One from new chat leads in Chat Agents

Add contacts in Act-One from new chat leads in Chat Agents

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Connect Chat Agents and Act-On to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Connect Chat Agents to Act-On on the world's largest no-code automation platform