Integrate Chaport with noCRM.io

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

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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
  1. The flow triggers when a new chat is started in Chaport.
  2. Zoho Flow creates a new lead in noCRM.io.
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Create a lead entry in noCRM.io for each new chat session initiated in Chaport

Chaport + noCRM.io

Build your own integrations between Chaport and 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

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

Lead deleted

Triggers when a lead is deleted

Manual trigger

Triggers according to the conditions set up manually in noCRM.io

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

All Actions - Actions are the automated tasks

Create operator

Creates a new operator

Add comment

Adds a new comment to the specified lead

Create lead

Creates a new lead

Add amount and probability

Adds the amount and probability details for a lead

Create row

Create a new row for the specified prospect

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.

Customer Support

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.

CRM

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.

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Toto

Technical Engineer, Master Liveaboards

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