Chatlio + WhatConverts
Create leads in WhatConverts from new conversations in Chatlio
Manage your interactions efficiently with this workflow that links Chatlio and WhatConverts. When you have a new conversation on Chatlio, this process kicks into action, creating a lead in WhatConverts. It's a significant boost to your customer management strategy, ensuring no valuable conversation slips through the cracks as a potential lead.
Manage your interactions efficiently with this workflow that links Chatlio and WhatConverts. When you have a new conversation on Chatlio, this process kicks into action, creating a lead in WhatConverts. It's a significant boost to your customer management strategy, ensuring no valuable conversation slips through the cracks as a potential lead.
- When this happens...New Conversation
Triggers when a visitor starts a new conversation.
- automatically do this!Create Lead
Create a new lead.
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Chatlio WidgetRequired
Try ItChatlio WidgetRequired
Try ItChatlio WidgetRequired
Try ItLead Type
Phone Calls (Completed)Required
Phone Calls (Modified)
Phone Calls (In Progress)
Text MessagesRequired
Web FormsRequired
E-Commerce TransactionsRequired
Custom EventsRequired
Chats (Completed)Required
Chats (In Progress)
EmailsRequired
AppointmentsRequired
OtherRequired
ProfileRequired
Try It
Chatlio WidgetRequired
Try ItChatlio WidgetRequired
Try ItLead Type
Phone Calls (Completed)Required
Phone Calls (Modified)Required
Phone Calls (In Progress)Required
Text MessagesRequired
Web FormsRequired
E-Commerce TransactionsRequired
Custom EventsRequired
Chats (Completed)Required
Chats (In Progress)Required
EmailsRequired
AppointmentRequired
OtherRequired
ProfileRequired
Try ItProfile
Account
Lead Type
Lead Status
Start Date
End Date
Quotable
Quote Value
Sales Value
Spam
Duplicate
Lead Source
Lead Medium
Lead Campaign
Lead Content
Lead Keyword
