1.Detect completed chat flow
Integrate Manychat and chat flow events to detect new tagged users from a completed chat flow.
Create CRM contact from completed chat flow leads
Automatically monitor chat flow completion across Manychat and Freshsales Suite. Route contact details when a chat flow completed, new tagged user is detected, or tags get appliedβso you can create and update CRM contacts and write CRM IDs back without manual follow-up.
How this automation creates CRM contacts from chat
When chat flow leads arrive without a clean CRM record, follow-up can stall and duplicates spread. This automation extracts phone data, finds or creates a Freshsales Suite contact, updates key fields, and writes the CRM ID back to Manychatβso your team can follow up fast.
Manychator swap with your favorite app
2.Extract and format phone
Integrate Formatter by Zapier and data cleanup tools to extract and format the phone field from the chat profile.
Formatter by Zapieror swap with your favorite app
3.Find contact by matches
Integrate Freshsales Suite and CRM search tools to find an existing contact using CRM ID, then phone, then email.
Freshsales Suiteor swap with your favorite app
4.Create contact when missing
Integrate Freshsales Suite and contact enrichment workflows to create a new contact from chat profile source fields.
5.Update contact on match
Integrate Freshsales Suite and CRM field updates to refresh lifecycle stage, lead quality, campaign, and phone.
6.Write CRM ID back
Integrate Manychat and CRM ID tracking to set a user custom field with the Freshsales Suite contact ID.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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