When Roobrik Chat is integrated with my Sherpa portal, what happens when a lead converts in a chat flow?
When does a lead get pushed into Sherpa?
Roobrik will push all Sales Opt-ins into Sherpa 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 Sherpa?
- The new prospect will show up in the On Deck section.
- The name and contact info will appear on the Influencer tab if the person is taking the survey on behalf of someone else. If taking the person is taking the survey for themself, it will appear on the Prospect tab
- The Inquiry Source will be Internet and Roobrik Chat.
- There will be a Sales Journal entry that has Roobrik Chat Inquiry Type, the Roobrik Chat URL, Contact Preference, and the Roobrik Chat Summary.
Find out more about how to access your leads within Sherpa in this article.