AISA - AI Sales Assistant + LeadConnector
Create and update opportunities in LeadConnector for new contact events in AISA - AI Sales Assistant
Automate your sales process with this efficient workflow. Whenever a new contact event occurs in the AISA - AI Sales Assistant app, it results in updating or adding a new opportunity in the LeadConnector app. Streamline your operations and ensure your sales pipeline stays up-to-date, turning prospects into potential business faster.
Automate your sales process with this efficient workflow. Whenever a new contact event occurs in the AISA - AI Sales Assistant app, it results in updating or adding a new opportunity in the LeadConnector app. Streamline your operations and ensure your sales pipeline stays up-to-date, turning prospects into potential business faster.
- When this happens...New Contact Event
Triggers when a new contact event is emitted
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Assistant NameRequired
Events
Try ItSend Template Message
Send a template message to a contact phone number
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
Recipient Phone numberRequired
Message TextRequired
Contact Info
Tags
Contact IdRequired
Format Output as Text
First 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
Workflow IDRequired
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)
