1.Catches new incoming chat
Integrate TimelinesAI and chat intake tools to capture the conversation and map sender name, phone, message text, and timestamp to prospect fields.
Create prospect record from incoming messaging chat lead
Automatically capture new incoming chat leads across TimelinesAI and Webhooks by Zapier. Create and update prospect records when new conversations arrive, so you can route leads to intake endpoints, normalize details, and avoid manual data entry.
How this automation creates prospect records
When a new chat lead comes in, delays can cost timely follow-up and lead capture. This automation captures each conversation, normalizes fields, formats timestamps, and posts an intake-ready prospect payloadβso your team can route leads fast.
TimelinesAIor swap with your favorite app
2.Normalizes message text
Integrate Formatter by Zapier and text normalization tools to normalize sender name and clean message text for prospect comments.
Formatter by Zapieror swap with your favorite app
3.Formats request timestamp
Integrate Formatter by Zapier and time formatting tools to convert the incoming timestamp into the intake-required request date format.
4.Posts ADF XML to intake
Integrate Webhooks by Zapier and intake endpoints to send an ADF-style XML payload with contact name, phone, comments, and request date.
Webhooks by Zapieror swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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