Integrate Chaport with Teamgate
Send information between Chaport and Teamgate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a lead in Teamgate for new chat sessions in Chaport
Guarantee that no lead data is omitted or missed with comprehensive lead capture methods. This flow will add a new lead in Teamgate 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 Teamgate.
Create a lead in Teamgate for new chat sessions in Chaport
Chaport + Teamgate
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Supported triggers and actions
Integrate Chaport and Teamgate 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
Deal created
Triggers when a new deal is created
Lead converted to person
Triggers when a lead is converted to person
Company created
Triggers when a new company is created
Lead created
Triggers when a new lead is created
Deal won
Triggers when a deal is won
Lead unqualified
Triggers when a lead is unqualified
Deal lost
Triggers when a deal is lost
Person created
Triggers when a new person is created
All Actions - Actions are the automated tasks
Create operator
Creates a new operator
Create company
Creates a new company
Create person
Creates a new person
Create lead
Creates a new lead
Create deal
Creates a new deal
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch comapny
Fetches a company using company name, code or email address.
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch lead
Fetches a lead using ID or name
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
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 Teamgate?
Teamgate is a web-based sales CRM solution designed to strengthen and simplify the entire sales process - from lead prospecting to sales closure.
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