Archive chat transcripts, find or create contacts, and add notes in Keap
Archive chat transcripts, find or create contacts, and add notes in Keap
Archive chat transcripts and associate them with customer records in Keap. Capture finished chats from LiveChat, format the data, and create notes for clearer follow-up and a comprehensive communication history.
Workflow preview:
Zap details:
Overview
Archive chat transcripts and associate them with customer records in Keap. Capture finished chats from LiveChat, format the data, and create notes for clearer follow-up and a comprehensive communication history.