1.Monitors incoming chat webhook
Integrate Webhooks by Zapier and webhook intake to receive incoming chat webhooks and map phone and chat user id for lookup.
Add CRM lead link to chat user profile
Automatically capture incoming chat webhooks and match phones across Webhooks by Zapier, Close, and ManyChat. Instantly update chat user profiles when lead URLs are found, so agents can open the right lead page, add links to the correct user field, and reduce manual lead lookups without copy-pasting.
How this automation accelerates one-click lead access
When chat users arrive without a linked CRM profile, agents waste time searching leads and pasting URLs. This automation receives webhooks, finds the matching lead, and sets the chat user custom fieldβso your team can open the right lead page immediately.
Webhooks by Zapieror swap with your favorite app
2.Finds lead by phone
Integrate Close and lead search tools to run a lead lookup by phone and capture the lead public URL for the next step.
Closeor swap with your favorite app
3.Sets chat user custom field
Integrate ManyChat and chat profile fields to set the configured custom field for the chat user id with the lead public URL.
Manychator swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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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
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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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