When Roobrik Chat is integrated with my WelcomeHome portal, what happens when a lead converts in a chat flow?
When does a lead get pushed into WelcomeHome?
Roobrik will push all Sales Opt-ins into WelcomeHome 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 WelcomeHome?
- Lead Source will be set to Roobrik Chat. Roobrik Chat may be set as the secondary Lead Source if your Marketing Automation Platform (MAP) is also integrated with Roobrik.
- If the person is submitting on their own behalf (someone who selects "myself" for
"Who are you researching senior living options for today?" question) we will update contact information in the Prospect tab.
- If the person is submitting on behalf of someone else, we will update contact information on the Influencer tab. The Prospect's name will be filled in with the person selected as the first name and the same last name.
For Example, if Joe Roobrik is in the chat for their mom, "Joe Roobrik" would come through as the influencer with the contact information (phone, email), and the Prospect tab would show "Mom Roobrik."
- A pinned Note in the Activities tab will include a comprehensive record of all the information submitted through Roobrik Chat in the expanded Form Submission. This includes the initial Roobrik Chat Inquiry Type, the Roobrik Chat URL, and the Roobrik Chat Summary
To learn more about what to expect from Roobrik leads in your WelcomeHome account, read this article: Accessing your Roobrik leads in WelcomeHome