Intaker + MarketSharp

Submit new leads in MarketSharp when new chats occur in Intaker

Streamline your lead management process with this efficient workflow. When a new chat starts in the Intaker app, the information will be instantly transferred to the MarketSharp app as a submitted lead. This seamless process helps ensure that every lead is captured and managed effectively, enhancing your ability to turn potentials into customers.

When this happens...
New Chat
Triggers when a new chat is received by Intaker.
TriggerPolling
automatically do this!
Submit Lead
Submits a new Lead to your MarketSharp system. If the Lead already exists, then a new Inquiry is appended to the contact.
ActionWrite

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Supported triggers and actions

- OrganizationRequired
- Agent NameRequired
Trigger
Instant
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- Organization NameRequired
- Bot Name
Trigger
Polling
Try It
- Organization NameRequired
Trigger
Instant
Try It
- Organization NameRequired
Trigger
Instant
Try It
- OrganizationRequired
- AI AgentRequired
- First Name
- Last Name
- Phone NumberRequired
- Phone Number SMS Consent
- Note
- Prevent sending text messages if consent is unknown (recommended)Required
Action
Write

- Custom Lead CaptureRequired
- First NameRequired
- Last NameRequired
- Phone Number
- Email
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Product Interests
Action
Write

- Organization NameRequired
- Bot Name
- Prompt Name
Trigger
Polling
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- orgIdRequired
- Lead Status Changed ToRequired
- Lead Status Changed From
- Filter
Trigger
Instant
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- Organization NameRequired
Trigger
Instant
Try It
- Organization NameRequired
Trigger
Instant
Try It
- OrganizationRequired
- Lead NameRequired
- Lead Status
- Create Task (Notification via Desk & Email)Required
- First Name
- Last Name
- Phone Number
- Phone Number SMS Consent
- Email
- Pipeline
- Stage
- Pipeline Estimated Value
- Pipeline Estimated Cost
- Pipeline Actual Value
- Pipeline Actual Cost
- Pipeline Additional Details
- Note Description
Action
Write

About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

Related categories

Dashboards

About MarketSharp

MarketSharp is a CRM program for contractors, remodelers, and home improvement professionals. It helps companies organize their leads, customers, and jobs, as well as automate their business processes.