Integrate Chaport with Freshsales
Send information between Chaport and Freshsales automatically, without writing any code, using Zoho Flow.
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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 finished
Triggers when a chat is finished
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
New deal
Triggers when a new deal 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 lead
Triggers when a new lead is created in the selected view
All Actions - Actions are the automated tasks
Create operator
Creates a new operator
Create contact
Creates a new contact
Create lead
Creates a new lead
Create deal
Creates a new deal
Add note to lead
Adds a note to the selected lead
Add note to contact
Adds a note to the selected contact
Convert lead
Converts a lead to contact
Update contact
Updates the details of an existing contact
Update lead
Updates the details of an existing lead
Fetch contact by email address
Fetches the details of a existing contact by email
Fetch lead by ID
Fetches the details of an existing lead by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch lead by email address
Fetches the details of an existing 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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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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Toto
Technical Engineer, Master Liveaboards
