1.Detects chat end events
Integrate LiveChat and web chat tools to capture chat ended context, including visitor details, transcript, and UTM fields.
Create CRM lead from finished chat with UTMs
Automatically monitor completed LiveChat chats across LiveChat and CRM tools. Create and update enriched leads when chat ends, visitor details appear, or UTM parameters are setβso you can populate UTM fields, route owners, and add lead descriptions without manual data entry.
How this automation creates CRM leads from finished chats
When website chats end, slow follow up hurts conversion and sales visibility. This automation filters for valid survey emails and matching sites, enriches lead details with normalized UTMs, and creates Insightly lead recordsβso your team can act fast.
LiveChator swap with your favorite app
2.Qualifies records for lead creation
Integrate Filter by Zapier and validation logic to continue only when survey email is valid and the request URL matches.
Filter by Zapieror swap with your favorite app
3.Routes by brand and country rules
Integrate Paths by Zapier and routing rules to branch on site and map country to the right lead owner.
Paths by Zapieror swap with your favorite app
4.Normalizes UTMs and compiles details
Integrate Formatter by Zapier and data cleaning tools to normalize UTM parameters and combine transcript and survey text.
Formatter by Zapieror swap with your favorite app
5.Creates enriched lead in Insightly
Integrate Insightly and CRM fields mapping to create a lead record with name, email, UTMs, and description.
Insightlyor swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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