1.Captures new contact
Integrate respond.io and messaging tools to capture incoming contacts and map core contact fields into the flow.
Create and assign incoming chat leads to reps
Automatically capture new contact details across respond.io and Perfex CRM. Create and update CRM leads and assignments when new contact arrives or routing rules trigger or contact fields changeβso you can create lead records, update owners, and maintain follow-up ownership without manual data entry.
How this automation assigns owners to incoming chat leads
When new respond.io contact data comes in, leads can sit unassigned and follow-up slows down. This automation normalizes phone data, finds or creates Perfex CRM leads, and updates contact assigneesβso your team can act fast on every inquiry.
respond.ioor swap with your favorite app
2.Normalizes phone text
Integrate Formatter by Zapier and data cleanup tools to normalize the phone field and output a cleaned phone value.
Formatter by Zapieror swap with your favorite app
3.Finds matching lead
Integrate Perfex CRM and CRM search tools to search for an existing lead by cleaned phone and fallback to email.
Perfex CRMor swap with your favorite app
4.Updates round robin owner
Integrate Zapier Tables and routing tables to look up the next rotation value and update the rotation record.
Zapier Tablesor swap with your favorite app
5.Creates new lead
Integrate Perfex CRM and CRM records tools to create a lead using contact name, email, cleaned phone, and owner.
6.Sets contact assignee
Integrate respond.io and CRM ownership tools to update the contact assignee so the messaging thread shows ownership.
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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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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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