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Add visitors from your recent live chat conversations in Chatra as contacts in HubSpot CRM
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All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Company created
Triggers when a new company is created
Company updated
Triggers when the details of an existing company are updated
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Marketing Email Campaign created or updated
Triggers when a campaign is created or updated
Engagement created
Triggers when a new engagement is created
Contact updated
Triggers when the details of an existing contact are updated
Conversation ended
Triggers when a conversation is ended
Conversation started
Triggers when a new conversation is started by a visitor or an agent
Message sent in conversation
Triggers when a new message is sent in a conversation by a visitor or an agent
All Actions - Action are the automated tasks
Create task
Creates a new task
Create engagement
Creates a new engagement
Create company
Creates a new company
Create deal
Creates a new deal
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Update contact - By VID
Updates the details of a contact associated with the specified VID
Create or update contact
Creates a new contact. Updates the contact details if it already exists
Update company
Updates the details of an existing company
Associate CRM entities
Associates two existing CRM entities
Update contact - By email
Updates the details of the contact associated with the specified email
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch deal
Fetches the details of an existing deal by ID
Fetch contact
Fetches the details of an existing contact by VID
Fetch company - By name
Fetches the details of an existing company by name
Fetch Marketing Email Campaign by id
Fetches a campaign by id
Send message on behalf of agent or group
Sends a message on behalf of an agent or a group
Send message
Sends a message on behalf of a random agent
Fetch visitor
Fetches the details of a visitor
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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