Copper + ServiceBell + Filter by Zapier
Create Copper leads from new visitor dials in ServiceBell
When a new visitor asks to talk via ServiceBell, they will be added to Copper as a lead automatically.
When a new visitor asks to talk via ServiceBell, they will be added to Copper as a lead automatically.
- When this happens...Visitor Dials
Triggers when a visitor requests help through the ServiceBell widget.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
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About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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CRM (Customer Relationship Management)About ServiceBell
ServiceBell helps you win more customers and create better support experiences with live video chat, screen takeover, and user monitoring – directly on your website.
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.