Integrate Chatra with Revamp CRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Chatra with Revamp CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Chatra

A trigger is an event that starts your Zap and runs the workflow. For example, with Chatra, a trigger could be "New Message in Conversation."

A trigger is the event that kicks off your automated workflow.

Setup an action from Revamp CRM

An action is what takes place after the automation is triggered. For example, with Revamp CRM, the action could be "Create Person."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Chatra to Revamp CRM

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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

Make work flow with AI

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Connect Chatra and Revamp CRM 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.

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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.

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Connect Chatra and Revamp CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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.

New Message in Conversation
Triggers when a new message is sent in a conversation by a visitor or an agent.
Trigger
Instant
Try It
New Finished Conversation
Triggers when a conversation ends.
Trigger
Instant
Try It
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Status
- Deal Stage
- Deal Product
- Deal Sales Region
- Deal Source
- Deal Name
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Scheduled
Try It
- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Scheduled
Try It

- Name
- Organization
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Person Name
- Person Email
- Message
- New Customer Type
- Disable Editing Note
- Created By
Action
Write

- Subject
  Required
- Type
  Required
- Customer
  Required
- Due on Date
  Required
- Due on Time
- Duration
- Assignee
- Note
- Is It Done?
Action
Write
- Deal Name
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Stage
- Deal Status
- Deal Product
- Deal Sales Region
- Deal Source
Action
Search

New Conversation
Triggers when a new conversation is started by a visitor or an agent.
Trigger
Instant
Try It
- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Type
- Completion State
- Assignee
Trigger
Scheduled
Try It
- Name
- Customer
  Required
- Deal PipeLine
- Deal Stage
  Required
- Value
  Required
- Currency
  Required
- Expected Date Deal Ends
  Required
- Probability
- UserId
- Status
- Sales Region
- Product
- Deal Source
Action
Write
- Name
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Keyword
- Email
- Phone Number
- Tags
- Order Id
Action
Search
- Keyword
- Email
- Phone Number
- Tags
- Order Id
Action
Search

About Chatra

Chatra is a live chat software that helps to increase revenue and collect feedback providing an easy way for website owners to talk to visitors in real time.

Learn more Help

Related categories

Customer Support

About Revamp CRM

Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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