BotPenguin + LeadConnector
Convey session messages in BotPenguin when pipeline stages are updated in LeadConnector
Enhance your sales strategy with this efficient workflow. When a lead progresses through different stages in LeadConnector, it enables BotPenguin to update the relevant pipeline stage. This process not only boosts your communication but also minimizes manual work, giving you the freedom to focus on strategies for lead conversion.
Enhance your sales strategy with this efficient workflow. When a lead progresses through different stages in LeadConnector, it enables BotPenguin to update the relevant pipeline stage. This process not only boosts your communication but also minimizes manual work, giving you the freedom to focus on strategies for lead conversion.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Session Message
Sends a session message.
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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
New Contact Created
Triggers when a new contact or lead is created in BotPenguin.
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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)
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
New Incoming Message
Triggers when there is a new incoming message.
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