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.

When this happens...
New Contact EventTriggers when a new contact event is emitted
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with AISA - AI Sales Assistant and LeadConnector

Discover other triggers and actions you can use with AISA - AI Sales Assistant and LeadConnector

- Assistant Name
  Required
- Events
Trigger
Instant
Try It
Create Chat Conversation
Create a chat conversation by phone number
Action
Write
- Recipient Phone number
  Required
- Message Text
  Required
- Contact Info
- Tags
Action
Write
- Contact Id
  Required
- Format Output as Text
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write

- Workflow ID
  Required
- 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)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

- Assistant Name
  Required
- Events
Trigger
Instant
Try It
- Recipient Phone Number
  Required
- Contact Info
- CRM Lead ID
- CRM Contact ID
- CRM Deal ID
Action
Write
Send Template Message
Send a template message to a contact phone number
Action
Write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About AISA - AI Sales Assistant

AISA - AI Sales Assistant is an AI-powered conversational platform designed to enhance your sales and customer support.

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Related categories

Sales & CRM

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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