Here's how to create a workflow to turn Chat Widget leads into opportunities


Go to "Automation"

Click on "+ Create Workflow"




Click "Start from Scratch"




Click on "Add new trigger"

Find and click "Customer replied"




Click "Add filters"



On the first drop-down menu find and click "Reply channel"

On the second drop-down menu click "Chat Widget"

Click "Save trigger"






Click on the "+" sign to add an action step




Find "Create/Update Opportunity"





Select the pipeline you would like to use

Select the stage

Select the status "Open"

Click "Save action"

Save the workflow