HelpCrunch + LeadConnector

Create and manage LeadConnector contacts when new chats are created in HelpCrunch

Successfully engage your leads with this timely and personalized automation. When a new chat is initiated in HelpCrunch, the contact details are instantly updated or added in the LeadConnector app. This seamless workflow allows you to better manage your customer interactions, ensuring that all lead information is always accurate and up-to-date. Help your business foster stronger relationships and drive conversions more effectively.

When this happens...
New Chat Created
Triggers when a new chat is created.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

Chat Assignee Updated
Triggers when chat assignee is updated.
Trigger
Instant
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Chat Status Updated
Triggers when chat status is updated.
Trigger
Instant
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Customer Tags Updated
Triggers when customer tags are updated.
Trigger
Instant
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New Chat Created
Triggers when a new chat is created.
Trigger
Instant
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- Customer EmailRequired
- Customer Name
- Customer Phone
- User ID
Action
Write

- Customer EmailRequired
- User ID
- Customer Name
- Customer Phone
Action
Search or write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write

- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

Chat Closed
Triggers when chat is closed.
Trigger
Instant
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Customer Email Updated
Triggers when customer email is updated.
Trigger
Instant
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Customer Unsubscribed
Triggers when a customer is unsubscribed.
Trigger
Instant
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New Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It
- Customer Email
- User ID
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write