Manychat + Wise Agent CRM

Create new leads in Wise Agent CRM when chats are opened in Manychat

Elevate your customer service experience with this workflow. Whenever a chat is opened in Manychat, it immediately creates a new lead in your Wise Agent CRM. This streamlines your process, ensuring no potential client gets missed and saving you valuable time manually entering lead details. The result is a seamless transition from initial contact to tracked lead.

When this happens...
Chat Opened
Triggers when a chat is opened with a user.
TriggerInstant
automatically do this!
Add/Update Lead/Contact
Adds or updates a lead.
ActionWrite

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Supported triggers and actions

Chat Opened
Triggers when a chat is opened with a user.
Trigger
Instant
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New Order Paid
Triggers when a user has purchased an order.
Trigger
Instant
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- Custom FieldRequired
Trigger
Instant
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- UserRequired
- TagRequired
Action
Write
- UserRequired
- TagRequired
Action
Write

- UserRequired
- ContentRequired
Action
Write
- UserRequired
- Custom FieldRequired
- ValueRequired
Action
Write

- UserRequired
- SequenceRequired
Action
Write
- Custom FieldRequired
Action
Search
- NameRequired
Action
Search
- Contact/Lead IDRequired
Action
Write

- EventRequired
Trigger
Instant
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New Subscriber
Triggers when a user subscribes to your page.
Trigger
Instant
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- TagRequired
Trigger
Instant
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- First Name
- Last Name
- Phone
- WhatsApp Phone
- Email
- Gender
- Has Opt In Sms
- Has Opt In Email
- Consent Phrase
Action
Write
- UserRequired
- Message tag
- Json dynamic messageRequired
Action
Write
- UserRequired
- Message tag
- Message textRequired
Action
Write
- UserRequired
- SequenceRequired
Action
Write
- Order IDRequired
Action
Search
- User IDRequired
Action
Search
- Webhook TypeRequired
Trigger
Instant
Try It
- First Name
- Last Name
- Email Address
- Home Phone
- Cell Phone
- Business Phone
- Fax Number
- Company
- Address
- Suite Number
- City
- State
- Zip Code
- Source
- Website
- Categories
- Note
Action
Write

About Manychat

Manychat is an all-in-one Messenger Marketing platform. Create your Facebook Messenger bot for marketing, sales and support with our simple drag'n'drop builder. Effectively promote with built-in tools for growing audience. Start today – it's easy and free.

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