Assign LiveChat leads to sales

Make your live chat team more productive by using tags to start journeys.

About this template

When having a conversation with a visitor on live chat a representative may discover a sales opportunity. For example, the visitor could be asked to be contacted by sales. This journey allows the representative to be efficient with follow up. By simply tagging the chat Autopilot takes over and automates the assignment and follow up.
Tags: Customer Acquisition, B2B Marketing, Software as a Service (SaaS), Lead Generation, and Pipedrive Marketing
Integrations: LiveChat, Pipedrive, Salesforce

About Autopilot

Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $1/month.

Shapes used in this journey

Triggers

LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.

Actions

Add to List
Add a contact to a list.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Update Pipedrive Deal Stage
Updates a deal stage to a certain stage. Updates latest deal against the person.

More marketing automation templates

What’s Autopilot? Watch this video to learn more.