Create Activities in webCRM when LiveChat chats end
With this automation, newly-finished LiveChat chats are automatically created as Activities in webCRM. It makes it easy for your sales department or customer service to follow up on chats in webCRM, and you save the chat history in webCRM so that you do not miss any valuable information.
With this automation, newly-finished LiveChat chats are automatically created as Activities in webCRM. It makes it easy for your sales department or customer service to follow up on chats in webCRM, and you save the chat history in webCRM so that you do not miss any valuable information.
- When this happens...Finished Chat
Triggers when the chat is ended.
- automatically do this...Find Person
Finds a person.
- then do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this!Create or Update Activity
Creates or updates an activity.
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