Create or update contacts with notes in Keap from new chat leads in Chat Agents
Chat Agents seamlessly captures leads from chats occurring on your site. Set up this Zapier integration so that those details are automatically added as a new contact with custom notes in Keap.
Chat Agents seamlessly captures leads from chats occurring on your site. Set up this Zapier integration so that those details are automatically added as a new contact with custom notes in Keap.
- When this happens...New Chat Lead
Triggers when there's a new chat lead.
- automatically do this...Create or Update Contact
Creates a new contact or updates an existing contact.
- then do this!Create Note
Creates a new note on a contact record
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