Create or update Keap contacts from new ClickDesk chats
Streamline your customer communication process with this workflow. Every time a new chat starts in ClickDesk, it immediately creates or updates a contact within your Keap app. By linking ClickDesk to Keap, this workflow reduces manual data entry, ensuring your customer information is always up-to-date, and helping you focus on delivering quality customer interactions.
Streamline your customer communication process with this workflow. Every time a new chat starts in ClickDesk, it immediately creates or updates a contact within your Keap app. By linking ClickDesk to Keap, this workflow reduces manual data entry, ensuring your customer information is always up-to-date, and helping you focus on delivering quality customer interactions.
- When this happens...New Chat
Triggers when new live chat is ended.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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