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 750+ 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

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

Chat finished

Triggers when a chat is finished

All Actions - Actions are the automated tasks

Create operator

Creates a new operator

Create or update user

Creates or updates a user

Create or update lead

Creates or updates a lead

Send message

Sends a message to the specified email address

Fetch lead

Fetches the details of an existing lead by email address

Fetch user

Fetches the details of an existing user 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.

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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