Pure Chat + Vtiger CRM
Create or update leads in Vtiger CRM for new chat requests in Pure Chat
Track your customer interactions efficiently with the help of this workflow. Whenever a new chat request is received in Pure Chat, a lead is created or updated in Vtiger CRM. This process ensures seamless data transfer between your chat and CRM software, allowing you to manage your leads effectively and save effort on data entry. Boost your sales efforts by keeping your CRM information updated in real time when you chat with potential prospects.
Track your customer interactions efficiently with the help of this workflow. Whenever a new chat request is received in Pure Chat, a lead is created or updated in Vtiger CRM. This process ensures seamless data transfer between your chat and CRM software, allowing you to manage your leads effectively and save effort on data entry. Boost your sales efforts by keeping your CRM information updated in real time when you chat with potential prospects.
- When this happens...New Chat Request
Triggers whenever a website visitor initiates a new chat request.
- automatically do this!Create or Update Lead
Creates or updates lead.
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