Close + Superchat

Update conversation labels in Superchat for new leads in status in Close

Effortlessly manage your leads and conversions with this easy-to-use workflow that kickstarts when there's a new lead in Status within your Close app. It swiftly updates conversation labels in Superchat, allowing you to keep track of the communication journey in real-time. This streamlined process saves you time, reduces manual data entry, and ensures timely follow-up for potential customers. Enhance your lead management system and enjoy more productive conversations with this simple and effective process.

Effortlessly manage your leads and conversions with this easy-to-use workflow that kickstarts when there's a new lead in Status within your Close app. It swiftly updates conversation labels in Superchat, allowing you to keep track of the communication journey in real-time. This streamlined process saves you time, reduces manual data entry, and ensures timely follow-up for potential customers. Enhance your lead management system and enjoy more productive conversations with this simple and effective process.

  1. When this happens...
    CloseClose
    New Lead in Status

    Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.

    TriggerInstant
  2. automatically do this!
    SuperchatSuperchat
    Update Conversation Labels

    Update the labels of a conversation.

    ActionWrite
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Supported triggers and actions

    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
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    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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superchat logo
superchat logo

About Superchat

Superchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.
Learn more

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  • CRM (Customer Relationship Management)

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