1.Detect new chat lead submissions
Integrate Intaker and web chat forms to pass chat transcript details and capture new lead entries.
Create validated chat leads in your lead tracker
Automatically capture new chat lead submissions across Intaker and WhatConverts. Create and validate phone data, route attribution paths, and create lead recordsβso you can update your tracker without manual data entry or follow-up.
How this automation creates validated chat leads
When new chat submissions arrive, unformatted phone numbers and missing attribution can delay lead tracking and reporting. This automation formats phone data, filters by attribution paths, and creates lead records in your trackerβso your team can nurture faster.
Intakeror swap with your favorite app
2.Format and validate phone numbers
Integrate Formatter by Zapier and phone validation tools to format and validate the incoming phone field.
Formatter by Zapieror swap with your favorite app
3.Route attribution paths by referrer data
Integrate Filter by Zapier and attribution rules to inspect landing or referrer fields and route qualifying records.
Filter by Zapieror swap with your favorite app
4.Create a validated lead record
Integrate WhatConverts and lead tracking tools to map fields and create chat leads with attribution details.
WhatConvertsor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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