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Sales chat attribution tracker

Automatically attribute impact of chat on sales.

Deal attribution Zap thumbnail

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Frequently asked questions

Can this template work with the chat platform I use?

Yes, the template can be adapted to work with various chat platforms. As long as the app can send the chat transcript to your Zap trigger as a webhook, you’ll be good to go.

Can I customize the attribution criteria?

Absolutely. The template lets you adjust parameters like what topics constitute a sales conversation and how many exchanges are required, so you can tailor it to your unique sales cycle.

How accurate is the AI at determining meaningful sales conversations?

It's highly accurate. But we recommend fine-tuning the criteria to match your specific business needs and reviewing results periodically to ensure alignment with your sales process.

Sales chat attribution tracker

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