Aero Workflow + Superchat Integration

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Superchat + Aero Workflow Integration

Create Aero Workflow contact for new Superchat contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Superchat - Aero Workflow integration, anytime a new Superchat contact is created, an Aero Workflow contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Superchat + Aero Workflow Integration

Create Aero Workflow task for new Superchat contact

Superchat and Aero Workflow are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Superchat, do you also create a task in Aero Workflow? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Aero Workflow + Superchat Integration
1.
  • Superchat
    Contact is created in Superchat Instant
  • Superchat
    Note is created in Superchat Instant
  • Superchat
    Outbound message is created in Superchat Instant
  • Superchat
    Inbound message is created in Superchat Instant
  • Superchat
    Contact is updated in Superchat Instant
2.
  • Aero Workflow
    Create task in Aero Workflow
  • Aero Workflow
    Create company in Aero Workflow
  • Aero Workflow
    Serach company by name in Aero Workflow
  • Aero Workflow
    Create contact in Aero Workflow
  • Aero Workflow
    Create a note in Aero Workflow
  • Aero Workflow
    Create vault entry in Aero Workflow
  • Aero Workflow
    Create appointment in Aero Workflow
  • Aero Workflow
    Create email in Aero Workflow
  • Superchat
    Update contact in Superchat
  • Superchat
    Search contact in Superchat
  • Superchat
    Update conversation status in Superchat
  • Superchat
    Create note in Superchat
  • Superchat
    Add contact to contact list in Superchat
  • Superchat
    Create contact in Superchat
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750 Tasks
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2,000 Tasks
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Integrate Aero Workflow & Superchat In 1 Click
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