When Roobrik Chat is integrated with my ALIS portal, what happens when a lead converts in a chat flow?
When does a lead get pushed into ALIS?
Roobrik will push all Sales Opt-ins into ALIS as soon as they complete the chat. This is the same time that we send the Lead Notification email.
For more information about how Roobrik defines a Sales Opt-in for Chat, check out this article.
What information gets pushed into ALIS?
- First Name & Last Name will be populated on the Prospect record for self-assessors or on the Main Contact if the survey was completed for someone else.
- Email and Phone fields will be appear on both the Prospect and on the Main Contact.
- A value of "Roobrik" will be populated in the Source field.
- The Relationship is determined based on the contact's connection to the Prospect using the values available in your ALIS account. We strive for the closest match possible; however, if a specific relationship value is not available, we may use a more general designation such as "unknown" or "other," depending on the options provided in your account.
- In the Note section on the record, we will include the chat details, including: Roobrik Chat Inquiry Type, the Roobrik Chat URL, Contact Preference, and the Roobrik Chat Summary.
