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
Operator added
Triggers when a new operator is added
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
Updated lead step
Triggers when a lead is updated to the selected step
Updated lead status
Triggers when a lead is updated to the selected status
New lead
Triggers when a new lead is created
New unassigned lead
Triggers when a lead is created and unassigned
Updated lead content
Triggers when the content of a lead is updated
Lead deleted
Triggers when a lead is deleted
Manual trigger
Triggers according to the conditions set up manually in noCRM.io
All Actions - Actions are the automated tasks
Create operator
Creates a new operator
Create row
Create a new row for the specified prospect
Create lead
Creates a new lead
Add amount and probability
Adds the amount and probability details for a lead
Add comment
Adds a new comment to the specified lead
Add tags
Adds tags to the specified lead
Update lead status
Updates the status of the specified lead
Update lead step
Updates the step of the specified lead
Fetch lead
Fetches a lead by email
Fetch prospecting list
Fetches a prospecting list by title
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 noCRM.io?
noCRM.io is lead management software that lets you record activities, build customized sales pipelines, and improve processes with sales forecasting reports.
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