Chatra Integration with Revamp CRM
Chatra live-chat integration, a smooth process for adding chats into your Revamp CRM
Chatra Integration Details
This app can be connected to any Revamp account, regardless of subscription. You’ll need to have admin privileges in Revamp to complete app installation.
How does the Chatra integration work?
Connecting Revamp to UserLike will provide one-way sync of your support tickets into Revamp. The tickets will be displayed in your Account.
1. Create a Contact in Revamp CRM with a tag ‘Chatra’
- You can optionally create a dynamic segment for all contacts with ‘Chatra‘ tag
- Furthermore, automation can run on this segment to create a follow-up task.
For additional info refer to support article.
How Chatra Integration works, when a new customer is created
You can configure Zapier to:
- Create a Contact in Revamp CRM with a tag ‘Chatra’
- You can optionally create a dynamic segment for all contacts with ‘Chatra’ tag
- Furthermore, automation can run on this segment to create a follow-up task.
- Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
- Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.
What You Need
- Chatra account
- Revamp CRM account
About Chatra
- Chatra.io is a live chat messenger app that is designed to work smoothly with your company’s website. Friendly and helpful, this application aims to provide a reliable avenue for your business’ customer support system to engage with your customers and cater to their requests.
About Revamp CRM
- Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.