Integrate Chaport with Freshsales
Send information between Chaport and Freshsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a lead in Freshsales for every new chat session in Chaport
Instantly capture new lead data in real-time. This flow will set up a new lead in Freshsales for each 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 in Freshsales.
Create a lead in Freshsales for every new chat session in Chaport
Chaport + Freshsales
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Supported triggers and actions
Integrate Chaport and Freshsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Chat started
Triggers when a new chat is started
Operator added
Triggers when a new operator is added
Visitor updated
Triggers when one or more of the following fields - Name, Email address, Phone number, Notes or Consents get updated
Chat finished
Triggers when a chat is finished
New lead
Triggers when a new lead is created in the selected view
New account
Triggers when a new account is created in the selected view
New contact
Triggers when a new contact is created in the selected view
New deal
Triggers when a new deal is created in the selected view
All Actions - Actions are the automated tasks
Create operator
Creates a new operator
Add note to lead
Adds a note to the selected lead
Create deal
Creates a new deal
Add note to contact
Adds a note to the selected contact
Create lead
Creates a new lead
Create contact
Creates a new contact
Update lead
Updates the details of an existing lead
Update contact
Updates the details of an existing contact
Convert lead
Converts a lead to contact
Fetch contact by email address
Fetches a contact by email
Fetch contact by ID
Fetches a contact by ID
Fetch lead by ID
Fetches a lead by ID
Fetch lead by email address
Fetches a lead by email
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.
What is Freshsales?
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.
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