Act-On + Chat Agents

Add contacts in Act-One from new chat leads in Chat Agents

With this integration in place, upon completion of a chat on your site, a new chat lead is automatically added from Chat Agents to Act-One with all their contact information, a brief chat summary, and the chat transcript. Keep your contact data fresh without slowing down to copy and paste it from your other apps.

When this happens...
New Chat Lead
Triggers when there's a new chat lead.
TriggerInstant
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Update or Create Contact in Marketing List by Email
Updates an existing contact or creates one if not found in a target list. A contact is identified by their email address.
ActionWrite

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Supported triggers and actions

Chat Lead Updates
Triggers when a existing lead is updated.
Trigger
Instant
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Act-On Outgoing Webhooks
Triggers when an Act-On outgoing webhook is received.
Trigger
Instant
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- FormRequired
Trigger
Instant
Try It
- ListRequired
Action
Write
- Contact update policyRequired
Action
Write

- ListRequired
- Email (To Identify Contact)Required
Action
Write

New Chat Lead
Triggers when there's a new chat lead.
Trigger
Instant
Try It
- ProgramRequired
Trigger
Instant
Try It
- SegmentRequired
- ContactRequired
Action
Write
- FormRequired
Action
Write
Update or Create Contact in All Contacts by External ID
Updates an existing contact or creates a new one if not found in All Contacts. A contact is identified by their unique ID in the source object. Go to Zapier’s help page to get more info.
Action
Write

About Act-On

Act-On's growth marketing platform enables marketers to grow their business, deliver exceptional brand experiences, and drive customer engagement with their offerings across the customer life cycle-for every customer, every time.

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