Integrate Chaport with Copper
Send information between Chaport and Copper automatically, without writing any code, using Zoho Flow.
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Create a lead in Copper for new chat sessions in Chaport
Minimize human errors in data entry and ensure all essential lead information is accurately captured. This flow will set up a new lead in Copper 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 or updates the details of a lead in Copper.
Create a lead in Copper for new chat sessions in Chaport
Chaport + Copper
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Supported triggers and actions
Integrate Chaport and Copper using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Chat started
Triggers when a new chat is started
Chat finished
Triggers when a chat is finished
Visitor updated
Triggers when one or more of the following fields - Name, Email address, Phone number, Notes or Consents get updated
Operator added
Triggers when a new operator is added
Lead updated
Triggers when any detail of an existing lead is updated
Person updated
Triggers when any detail of an existing person is updated
Person added
Triggers when a new person is added
Task added
Triggers when a new task is added
Lead created
Triggers when a new lead is created
Opportunity created
Triggers when a new opportunity is created
Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
Create operator
Creates a new operator
Create task
Creates a new task
Add person
Adds a new person
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create opportunity
Creates a new opportunity
Create or update lead
Creates or updates the details of a lead
Create company
Creates a new company
Create project
Creates a new project
Update company
Updates the details of an existing company
Update project
Updates the details of an existing project
Update opportunity
Updates the details of an existing opportunity
Update person
Updates the details of an existing person
Fetch project
Fetches the details of an existing project by name
Fetch person
Fetches the details of a person by email
Fetch opportunity
Fetches the details of an existing opportunity by name
Fetch company
Fetches the details of an existing company by name
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.
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Learn more >Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.
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Business Controller & Process Transformation Manager, Innoliving
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.
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Zoho Flow has made our merchant onboarding at least 15 times faster—from 15 days down to under 24 hours. It also keeps our data in sync across our business apps in real time, so we're making decisions on current and accurate information.
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CEO, SHARC Energy
