Zapier Advanced Setup: 'See transcript' Leads
There are special cases when a visitor closes the chat before our agents have been able to confirm the lead information.
One byproduct of this is that the API doesn't record the details, and you need to review the transcript instead.
THE ISSUE
Some CRMs won't recognise "See Transcript" as a valid identifier, eg, the email field.
THE WORKAROUND
1. Duplicate your existing Chatsystem -> LeadChat zap
2. Create a customer filter using the fields set as below
This will ensure only the leads that say "See transcript" are applied in this zap
3. Assuming email address is the validated field, use the following input instead of "Lead Email Address"
Each Chatsystem Lead ID is unique, so this will add a contact into your CRM using email for example: 61718@yourcompany.com
4. Most CRMs have a notes/description section, so you could place this information there:
This will give you the direct link to the transcript of the lead, and you manually provide the login instructions so your salesteam can log in.
5. Once your salesperson has retrieved the email/phone number from the chatsystem record, they can update the record in the CRM.
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