Integrate Chaport with Customerly

Send information between Chaport and Customerly automatically, without writing any code, using Zoho Flow.

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Generate a lead in Customerly whenever a new chat session starts in Chaport

Ensure no opportunity is missed by automatically generating a lead from every live chat session. This flow will set up a new lead in Customerly for each new live chat session in Chaport.

How it works
  1. The flow triggers when a new chat is started in Chaport.
  2. Zoho Flow creates or updates a lead in Customerly.
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Generate a lead in Customerly whenever a new chat session starts in Chaport

Chaport + Customerly

Build your own integrations between Chaport and Customerly

Connect Chaport and Customerly with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Chaport and Customerly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Visitor updated

Triggers when one or more of the following fields - Name, Email address, Phone number, Notes or Consents get updated

Chat started

Triggers when a new chat is started

Chat finished

Triggers when a chat is finished

Operator added

Triggers when a new operator is added

All Actions - Actions are the automated tasks

Create operator

Creates a new operator

Send message

Sends a message to the specified email address

Create or update user

Creates or updates a user

Create or update lead

Creates or updates a lead

Fetch user

Fetches the details of an existing user by email address

Fetch lead

Fetches the 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.

Customer Support

What is Customerly?

Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations.

CRM Customer Support

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.

Hitesh Matlani

Director - Business Development and Operations, Avid Brio

Zoho Flow has automated all my manual work and helped me reinvest in my business. It ensures all my data is consistent and accurate across all my apps and helps me offer a uniform customer experience. Using Zoho Flow, I'm saving 180 hours and over $10,000/year. It has ensured I can easily scale my business at any time.

Frank Cowell

Founder and CEO, Alps Education

Working with Zoho Flow has helped us reduce low-value tasks, expand the reach of our communications, and increase our revenue. We know there's still a lot of work and potential with Zoho Flow, and we look forward to continuing to explore it.

Manon Chamand

Administrative Director, Syncify

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