Chaport + LeadConnector
Create LeadConnector contacts from new Chaport chats
Start new conversations on a strong note with this Chaport and LeadConnector integration. Whenever a new chat begins in Chaport, the customer's contact data gets added or updated in LeadConnector. No more manual data entry, making the process efficient, leaving you with more time to center your energies on enhancing customer relations. Enjoy more organized, timely, and accurate contact management with this timesaving workflow.
Start new conversations on a strong note with this Chaport and LeadConnector integration. Whenever a new chat begins in Chaport, the customer's contact data gets added or updated in LeadConnector. No more manual data entry, making the process efficient, leaving you with more time to center your energies on enhancing customer relations. Enjoy more organized, timely, and accurate contact management with this timesaving workflow.
- When this happens...New Chat Started
Triggers when chat is started.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Assigned operator
Try ItVisitor Deleted
Triggers when visitor is deleted.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Assigned operator
Try ItModified FieldsRequired
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
