Chatling + LeadConnector integrations
Add tasks in LeadConnector for new conversations in Chatling
Boost your sales productivity by instantly turning your chat conversations into tasks. With this workflow, whenever there is a new conversation in Chatling, it directly results in creating a new task in LeadConnector. This allows you to stay on top of your client interactions, ensuring that no deals are left unnoticed or unattended.
- When this happens...New ConversationTriggers when a new conversation was started by a customer.
- automatically do this!Add TaskAdds a task to the account.
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More things you can do with Chatling and LeadConnector
Discover other triggers and actions you can use with Chatling and LeadConnector
- New Contact/Lead
Triggers when a new contact/lead is collected by the chatbot.
Try ItTriggerInstant - MessageRequired
- Chatbot IDRequired
- AI model IDRequired
- Conversation ID
- Language ID
- Temperature
- Instructions
ActionWrite- 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
ActionWrite- 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)
ActionWrite
- New Conversation
Triggers when a new conversation was started by a customer.
Try ItTriggerInstant - In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
Chatling is a no-code chatbot builder that helps you build and add custom AI chatbots to your website within minutes.
Related categories
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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