Chat messages with keywords into CRM tasks

The scenario watches chat messages and creates CRM tasks on the right keywords.

  • Messages in Compass are checked for keywords
  • The right message becomes a task in Source Craft
  • Chat requests aren't lost
  • No fishing out messages by hand
Set it up for yourselfScriptera

How it works

To create Source Craft records from Compass without manual input, use a ready-made scenario.

  1. Starts when: Schedule
  2. Then: Slack
  3. Check: If
  4. If yes: Set
  5. Then: Freshworks Crm

You can launch this Compass + Source Craft integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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