Dazos CRM + LiveChat

Dazos CRM + LiveChat integrations

Create new leads in Dazos CRM for every new visitor in queue in LiveChat

Improve your sales process instantly when new visitors engage on your site via LiveChat by integrating it with Dazos CRM. This workflow starts as a visitor enters your LiveChat queue, triggering an automatic entry creation for a new lead in your Dazos CRM. Streamline your sales funnel and ensure no potential client goes unnoticed by utilizing this workflow.

When this happens...
New Visitor in QueueTriggers when a visitor enters queue.
TriggerInstant
automatically do this!
Create LeadCreates a new Lead
ActionWrite

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More things you can do with LiveChat and Dazos CRM

Discover other triggers and actions you can use with LiveChat and Dazos CRM

Chat Changed
Triggers when the tag list for a particular chat was changed.
Trigger
Instant
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New Chat
Triggers when the chat is started.
Trigger
Instant
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New Visitor in Queue
Triggers when a visitor enters queue.
Trigger
Instant
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Lead Updated
Trigger a Zap when a Lead gets updated
Trigger
Polling
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New Lead Created
Triggers when a new Lead is created.
Trigger
Polling
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New Outbound Referral
Triggers when a new Outbound Referral is created.
Trigger
Polling
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Opportunity Admitted
Triggers when an Opportunity gets changed to Admitted.
Trigger
Polling
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Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Polling
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Sales Stage Changes
trigger a Zap when an Opportunity’s Sales Stage changes
Trigger
Polling
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Create Lead
Creates a new Lead
Action
Write
Create Referral Source
Creates a Referral Source
Action
Write
Find Account
Finds an Account.
Action
Write
Find Opportunity
Find or Create an Account / Opportunity
Action
Write
Recieve Input Only
Used to receive the input and check if request comes properly, mainly used to test zap
Action
Write
- ID
  Required
- PAA Status
  Required
Action
Write

Finished Chat
Triggers when the chat is ended.
Trigger
Instant
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New Ticket
Triggers when the ticket is created.
Trigger
Instant
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Admitted Status Change
Trigger a Zap when a patient’s Admitted Status changes
Trigger
Polling
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Lead Converted to Opportunity
Triggers when a Lead is Converted to an Account/Opportunity.
Trigger
Polling
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
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New Referral Source
Triggers when a new Referral Source is created.
Trigger
Polling
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Opportunity Discharged
Triggers when an Opportunity gets discharged.
Trigger
Polling
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Outbound Referral Updated
Triggers when an Outbiund Referral is updated.
Trigger
Polling
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Create Account
Creates an Account
Action
Write
Create Opportunity
Creates a new Account and Opportunity or just a new Opportunity for an existing Account.
Action
Write
Create VOB
Creates a new VOB,
Action
Write
Find Lead
Find or Create Lead
Action
Write
Find Referral Source
Find or Create Referral Source
Action
Write
- ID
  Required
- Sales Stage
  Required
Action
Write
- ID
  Required
- VOB status
  Required
Action
Write

About Dazos CRM

For organizations who value every single lead, our advanced CRM empowers true oversight of your entire admissions and marketing departments.

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CRM (Customer Relationship Management)

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About LiveChat

LiveChat is the faster way to contact your customers. It is a web-based chat tool that lets you chat with your website visitors.

Learn moreLearn moreHelpHelp

Related categories

Customer Support

Related Zap Templates

Create new Dazos CRM leads from new LiveChat chats

Related Zap Templates

Create new Dazos CRM leads from new LiveChat chats