RD Station in Zenvia Conversion
How to activate integration with this marketplace.
You can manage the leads that come in via your RD Station account using Zenvia Conversion. Here's how that works.
1 - Go to Apps > RD Station
2 - Click "Start Session"
3 - You will be redirected to the RD Station website, where you can se
03. Integrations - RD Station Marketing
RD Station Marketing is a marketing automation software that helps with capturing, managing, and communicating with customers and leads (potential clients). Zenvia Chat has a native integration with RD Station Marketing, allowing conversations initiated through the tool, via any channel (chat, voice
Integration of RD Station Marketing with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The integration between RD Station and Zenvia Customer Cloud allows you to automate the sending of leads generated in RD Station directly to Zenvia Customer Cloud. This way, you centralize the ma
Here are the available articles from Zenvia Conversion
Welcome to the Zenvia Conversion Help CenterOn this page, you will find all the documentation for using Zenvia Conversion, organized by categories and popular topics.
Search for information and resolve your questions about getting started, our features, and general settings here or by using the left
20. Integrate Zoho CRM with Sales support
In this article, learn how to receive and manage Zoho leads in Zenvia Customer Cloud.
Activate the Zoho app if you want:
A lead to be created in Zoho when it is created in Zenvia Customer Cloud.A lead to be created in Zenvia Customer Cloud when it is created in Zoho.When creating a quote in Zenvia C
An Example of Integration with Zapier: Hubspot CRM
How Zenvia Conversion integrates with your lead generation apps through Zapier
In this example we'll look at a case that shows how you can manage leads from any platform using Zenvia Conversion.
For this to work, the app you'd like to integrate must work with Zapier. You can see some of the apps
What is Zenvia Conversion
Zenvia Conversion is a solution that centralizes customer service across multiple channels, such as WhatsApp, Facebook Messenger, Instagram, and Webchat. It allows for quicker sending and receiving of messages to boost sales, increase conversion rates, and provide a better sales service experience.
01. All available articles
🌎 By Humanz for Humans: Welcome to the Zenvia Chat Help Center.
Our documentation is divided into three categories:
Concept and Access: tool concepts and instructions for accessing it;
Getting Started: an overview of the tool and its main features;
Features and Functions: user manuals for operatin
Zoho in Zenvia Conversion
How to receive and manage leads from Zoho using Zenvia Conversion.
Activate the Zoho integrate if you want:
A lead to be created in Zoho when one is created in Zenvia Conversion.
A lead to be create in Zenvia Conversion when one is created in Zoho.
A client to be changed from "lead" to "c
Integrations of Sales in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.In the left sidebar of the Sales module in Zenvia Customer Cloud, you will find Integrations to install sales-related applications in your Customer Inbox.
Some types of applications you can insta
Best practices for validating contacts in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Zenvia Customer Cloud provides tools to ensure your messages are delivered correctly and your contact list remains up to date.
Below are best practices for handling phone numbers and email addres
02. Adding Content in the Chatbot Constructor
Important: Before following the instructions, make sure the feature is available for your access profile.Learn about all the possible content you can add to your chatbot's flow. This content allows you to develop your virtual assistant, determining how it should greet users and what actions it shoul
Integrate Webmotors with Sales support
Important: Before following the instructions, make sure the feature is available for your access profile.In this article, learn how to integrate Webmotors with Zenvia Customer Cloud.
⚠️ Attention: The user used for the integration must have API permissions. This user cannot access the Cockpit CRM Da
Is it possible to integrate a form without using Standard Format
Understand why this option is recommended only in special cases.
Although it is not the recommended way to resolve most integration issues, Zenvia Conversion is able to process emails with custom formats for each business.
When these emails are forwarded to Zenvia Conversion, our team has to
Webmotors
See how to perform this integration with Zenvia Conversion
API Webmotors Documentation:
https://portal-webmotors.sensedia.com/api-portal/documentacao
Important: The user that is being used in the integration must be a user with API permissions. This user won’t be able to access Cockpit CRM D
Integrations in Zenvia Conversion
In the left sidebar menu, you'll find the Integrations module in Zenvia Conversion. Here, you can view, install, and configure integrations and applications, such as CRM, ERPs, lead providers, sales websites, and communication channels like WhatsApp, Facebook, Instagram, and Webchat.
Let's say you h
14. Widgets
Widgets are simplified ways of allowing the agent to access integrations with other products or software in order to facilitate the agent's day-to-day operations. With the service on screen, the agent can get another connection such as: Salesforce, CRM, send data, receive data, for example. Without
01. Ads analysis in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Analyze the performance of your broadcasts messages and campaigns created on Meta (Click to WhatsApp) in the Zenvia Customer Cloud Campaigns report.
With this report, you can evaluate how many pe
Request contact export in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.In Zenvia Customer Cloud, you can request an export of contacts to facilitate data analysis and tracking.
To get started, go to Contacts > Contact Base > My Contact Exports.
Export to CSV FileSel
05. API Call in Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.In Zenvia Customer Cloud, the API Call feature allows users to include an API within their chatbot. An Application Programming Interface (API) is a way for one program to interact with another, h
All available articles
Welcome to Zenvia Customer Cloud's Help Center! On this page, you will find all the usage documentation for Zenvia Customer Cloud organized by categories, following the software’s side menu. We also have complementary materials for developers and a FAQ section.
For Devs Learn about the API integrat
Importing contacts from a file to Zenvia Customer Cloud
There are two distinct ways to add contacts in Zenvia Customer Cloud: manually or by importing a file. This article teaches you how to import contacts into lists by sending a file. This way, you can send your entire contact base in a simple and fast way.
⚠️ Attention: This feature is only available
Integrating leads received via email in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.One of the ways to bring new leads into the commercial service of Zenvia Customer Cloud is through sending emails with contact information. This feature allows the automation of contact creation