Integrate Chaport with PersistIQ
Send information between Chaport and PersistIQ automatically, without writing any code, using Zoho Flow.
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Create a lead in PersistIQ for every new chat session in Chaport
Guarantee that no lead data is omitted or missed with comprehensive lead capture methods. This flow will create a new lead in PersistIQ for every new live chat session in Chaport.
How it works
- The flow triggers when a new chat is started in Chaport.
- Zoho Flow creates a new lead. Updates the details if it already exists. in PersistIQ.
Create a lead in PersistIQ for every new chat session in Chaport
Chaport + PersistIQ
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Supported triggers and actions
Integrate Chaport and PersistIQ 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
All Actions - Actions are the automated tasks
Create operator
Creates a new operator
Add lead to campaign
Adds a lead to an existing campaign
Create or update lead
Creates a new lead. Updates the details if it already exists.
Add DNC domain
Adds a new Do Not Contact domain
Update prospect status
Updates the status of an existing prospect
Remove lead from campaign
Removes the specified lead from an existing campaign
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.
Similar apps
What is PersistIQ?
PersistIQ is an email automation tool that lets you send personalized emails, email follow-ups, email campaigns, and bulk emails. It also allows custom sequence building, A/B testing, analytics, and more.
Similar apps
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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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