Create new opportunities in LeadConnector from new responses in Collect.chat
Streamline your lead management process with an automated workflow between Collect.chat and LeadConnector. Whenever a new response is received in Collect.chat, an opportunity will be intelligently added or updated in LeadConnector. This seamless process ensures you never miss out on potential leads from your chats, helping you to maximise sales conversions quickly and effectively.
Streamline your lead management process with an automated workflow between Collect.chat and LeadConnector. Whenever a new response is received in Collect.chat, an opportunity will be intelligently added or updated in LeadConnector. This seamless process ensures you never miss out on potential leads from your chats, helping you to maximise sales conversions quickly and effectively.
- When this happens...New Response
Trigger is activated when someone responds to your bot
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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BotRequired
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name