1.Detects new chat contact
Integrate Birdeye and lead capture tools to detect new contact added and to receive the contact payload for lead creation.
Create chat leads and notify sales for follow-up
Automatically monitor new contact added across Birdeye, Formatter by Zapier, and WhatConverts. Create chat leads and standardize phone values when new chat contacts arrive, phone numbers are provided, or contact payloads include emailβso you can format phone data, create chat lead records, and capture transcripts for follow-up without manual data entry.
How this automation creates chat leads for faster follow-up
When new chat contacts are added, delays can slow sales follow-up and create messy lead records. This automation captures contact events, formats phone values, and creates chat lead records with transcriptsβso your team can follow up with confidence.
Birdeyeor swap with your favorite app
2.Formats phone number
Integrate Formatter by Zapier and data normalization tools to format incoming phone values to standard E.164-style formatting.
Formatter by Zapieror swap with your favorite app
3.Creates chat lead
Integrate WhatConverts and CRM record systems to create a chat lead mapped from email and formatted phone with transcript notes.
WhatConvertsor swap with your favorite app
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