Integrate Chaport with noCRM.io
Send information between Chaport and noCRM.io automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new chat is started in Chaport.
- Zoho Flow creates a new lead in noCRM.io.
Create a lead entry in noCRM.io for each new chat session initiated in Chaport
Chaport + 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 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
Unassigned lead created
Triggers when a lead is created and unassigned
Manual trigger
Triggers when the conditions set up in noCRM.io are satisfied
Lead deleted
Triggers when a lead is deleted
Lead status updated
Triggers when a lead is updated to the selected status
Lead step updated
Triggers when a lead is updated to the selected step
Lead created
Triggers when a new lead is created
Lead content updated
Triggers when the content of a lead is updated
All Actions - Actions are the automated tasks
Create operator
Creates a new operator
Add amount and probability
Adds the amount and probability details for a lead
Add comment
Adds a new comment to the specified lead
Create lead
Creates a new lead
Create row
Creates a new row for the specified prospect
Update lead step
Updates the step of the specified lead
Update lead status
Updates the status 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.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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Technical Engineer, Master Liveaboards
