Chatbase + LeadConnector
Manage new Chatbase form submissions by adding or updating contacts in LeadConnector
Streamline your contact management with this efficient workflow. Each time a form is submitted in Chatbase, it will update or add the corresponding contact information in LeadConnector. This automation ensures your LeadConnector is always up-to-date with the latest information from Chatbase submissions, helping you keep track of leads and improve customer engagement. Save time and improve accuracy by incorporating this workflow in your routine.
Streamline your contact management with this efficient workflow. Each time a form is submitted in Chatbase, it will update or add the corresponding contact information in LeadConnector. This automation ensures your LeadConnector is always up-to-date with the latest information from Chatbase submissions, helping you keep track of leads and improve customer engagement. Save time and improve accuracy by incorporating this workflow in your routine.
- When this happens...Form Submission
Triggers when a form is submitted.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Chatbot IDRequired
Try ItIn 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
MessageRequired
Chatbot IDRequired
Conversation ID
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
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
