1.Captures new chat metadata
Integrate Social Intents and visitor metadata tools to capture visitor details and transcript to trigger contextual lead email setup.
Send live chat lead notification to marketing team
Automatically monitor incoming website conversations across Social Intents and analytics tools. Send live chat lead emails to marketing and the answering agent when new chat arrives, UTM fields show up, or visitor contact data is capturedβso you can respond instantly, attribute campaigns, and keep follow-up organized without manual reporting.
How this automation sends contextual lead emails
When incoming live chat transcripts arrive without consistent UTM attribution, follow-up gets delayed and campaign reporting becomes messy. This automation captures chat metadata, extracts UTM fields and filters for campaign chats, then sends contextual lead emails to marketing and the answering agentβso your team can reply at the moment intent appears.
Social Intentsor swap with your favorite app
2.Extracts UTM parameters
Integrate Formatter by Zapier, URL parsing tools, and data mapping to extract UTM campaign, source, medium, term, and content to populate UTM fields.
Formatter by Zapieror swap with your favorite app
3.Filters chats by campaign UTM
Integrate Filter by Zapier and routing rules to continue only when a campaign UTM is present to avoid noisy lead notifications.
Filter by Zapieror swap with your favorite app
4.Sends contextual lead email
Integrate Microsoft Outlook and email distribution lists to send to marketing and the answering agent to deliver full transcript and UTM context.
Microsoft Outlookor swap with your favorite app
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