Chatra + LeadConnector
Manage new Chatra conversations by adding or updating contacts in LeadConnector
When a new conversation starts in Chatra, keep your contact management streamlined and efficient with this workflow. It instantly adds or updates a contact in LeadConnector, helping you to always have updated contact lists for your leads. This automation solution offers you the seamless conversation management that your business needs.
When a new conversation starts in Chatra, keep your contact management streamlined and efficient with this workflow. It instantly adds or updates a contact in LeadConnector, helping you to always have updated contact lists for your leads. This automation solution offers you the seamless conversation management that your business needs.
- When this happens...New Conversation
Triggers when a new conversation is started by a visitor or an agent.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
New Message in Conversation
Triggers when a new message is sent in a conversation by a visitor or an agent.
Try ItNew Finished Conversation
Triggers when a conversation ends.
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)
New Conversation
Triggers when a new conversation is started by a visitor or an agent.
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
Phone Number
Email
First Name
Last Name
Full Name
