LiveChat integration with Genoo
How to Create Genoo leads from new LiveChat chats
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Genoo leads from new LiveChat chats" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Genoo integrations
Genoo actions
Nekton can use any feature that is available in Genoo API.
Using our advanced AI, you can easily create custom automations for Genoo.
Here are some typical actions you can do in your automated workflows.
Create Nurturing Sequence Subscriber
Trigger a Nurturing Sequence for a lead.
Create Lead
Add or update Lead Record within your Genoo account.
Add Scheduled Activity for Lead
Adds a new Activity record to a lead record.
Create Email Recipient
Add a recipient to an email in Genoo.
Create Order
Adds a new order.
Record Webinar Attendance
Records Webinar Attendance for a lead. Requires that the lead already be registered for the webinar in the Genoo/WPMktgEngine system. This will record "Attended" and "Did Not Attend" facts associated with the lead and a specific webinar.
About Genoo
Marketing Automation and Online Marketing Tools for small and midsized organizations. Includes comprehensive lead database, activity tracking and scoring, email marketing, and lead nurturing. Also contains integrated CRM for small sales teams.