Connect Chatlease and Sanchay Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New AI Agent Crawled URLs
New Conversations of AI Agent
Choose an Action
Automatically do this!
Add Contact
Create a Lead
Create Task
Create Product
Insert or Update Data With Linking Module
Get Module Fields
Update Ticket
Ready to use Chatlease and Sanchay Crm automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New AI Agent Crawled URLs
Triggered when a new AI agent crawled URLs is added.
New Conversations of AI Agent
Triggered when a new conversations of AI agent is created.
New Lead Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead is updated
Contact Created
Runs when contact created
Do thisActions
Action is the task that follows automatically within your Chatlease integrations.
Message Chatbot
Message your Chatbot and Get a Response
Create User
Create a new user.
Add URLs
Add URLs to AI Agent.
Add AI Agent Q/A
Add Question/Answer to AI agent.
Add Contact
Create a new contact
Create a Lead
Add lead and set follow-up
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Frequently Asked Questions
To start, connect both your Chatlease and Sanchay Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatlease triggers actions in Sanchay Crm (or vice versa).
Absolutely. You can customize how Chatlease data is recorded in Sanchay Crm. This includes choosing which data fields go into which fields of Sanchay Crm, setting up custom formats, and filtering out unwanted information.
The data sync between Chatlease and Sanchay Crm typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Chatlease and Sanchay Crm. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Chatlease
Chatlease is an AI-powered platform designed to enhance communication and customer interaction through intelligent chat solutions. It leverages artificial intelligence to provide seamless and efficient chat experiences, making it ideal for businesses looking to improve customer support and engagement.
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