Create or update SharpSpring leads from new JivoChat finished chats
Boost your marketing effectiveness with this powerful workflow. When a chat concludes in JivoChat, this automation immediately updates or creates a new lead in SharpSpring. This allows you to effortlessly manage your customer interactions and leads, streamlining your CRM and ensuring no potential client falls through the cracks. Capitalize on every interaction and never miss an opportunity to connect with your audience.
- When this happens...New Chat FinishedTriggers when a new chat is closed in JivoChat's agent application.
- automatically do this!Create/Update LeadCreate a Lead in SharpSpring or update by email address.
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More things you can do with JivoChat and SharpSpring
Discover other triggers and actions you can use with JivoChat and SharpSpring
- New Chat Finished
Triggers when a new chat is closed in JivoChat's agent application.
Try ItTriggerInstant - New Email Open Event
When a lead opens an email in SharpSpring.
Try ItTriggerPolling - New Lead
When a lead has been created in sharpspring.
Try ItTriggerPolling - New Page Visit Event
When a lead visits a new page in SharpSpring.
Try ItTriggerPolling
- New Account
A new Account is created in SharpSpring.
Try ItTriggerPolling - New Form Fillout Event
When a lead fills out a form in SharpSpring.
Try ItTriggerPolling - New Opportunity
A new Opportunity is created in SharpSpring.
Try ItTriggerPolling - Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
ActionWrite




