Integrate Chaport with noCRM.io

Send information between Chaport and noCRM.io automatically, without writing any code, using Zoho Flow.

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Create a lead entry in noCRM.io for each new chat session initiated in Chaport

Ensure no opportunity is missed by automatically generating a lead from every live chat session. This flow will add a new lead in noCRM.io each time a new live chat session occurs in Chaport.

How it works
  1. The flow triggers when a new chat is started in Chaport.
  2. Zoho Flow creates a new lead in noCRM.io.
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Create a lead entry in noCRM.io for each new chat session initiated in Chaport

Chaport + noCRM.io

Build your own integrations between Chaport and noCRM.io

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Supported triggers and actions

Integrate Chaport and noCRM.io using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Chat finished

Triggers when a chat is finished

Chat started

Triggers when a new chat is started

Visitor updated

Triggers when one or more of the following fields - Name, Email address, Phone number, Notes or Consents get updated

Operator added

Triggers when a new operator is added

Unassigned lead created

Triggers when a lead is created and unassigned

Lead content updated

Triggers when the content of a lead is updated

Lead created

Triggers when a new lead is created

Lead step updated

Triggers when a lead is updated to the selected step

Lead status updated

Triggers when a lead is updated to the selected status

Lead deleted

Triggers when a lead is deleted

Manual trigger

Triggers when the conditions set up in noCRM.io are satisfied

All Actions - Actions are the automated tasks

Create operator

Creates a new operator

Add comment

Adds a new comment to the specified lead

Add amount and probability

Adds the amount and probability details for a lead

Create row

Creates a new row for the specified prospect

Create lead

Creates a new lead

Update lead status

Updates the status of the specified lead

Update lead step

Updates the step of the specified lead

Add tags

Adds tags to the specified lead

Fetch prospecting list

Fetches details of an existing prospecting list by title

Fetch lead

Fetches details of an existing lead by email address

What is Chaport?

Chaport is a customer support live chat application that lets you communicate with your customers instantly, add chat widget to your website and more.

Customer Support

What is noCRM.io?

noCRM.io is lead management software that lets you record activities, build customized sales pipelines, and improve processes with sales forecasting reports.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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