Customers.ai + LeadConnector

Customers.ai + LeadConnector integrations

"update opportunities in LeadConnector when new widgets reach connection in Customers.ai"

Whenever a new connection is achieved inside the Customers.ai platform, seize the opportunity to engage with potential leads through this streamlined workflow. It updates or adds new data in LeadConnector, ensuring you never miss a business chance. This efficient process reduces manual work and helps you maintain timely relations with your potential leads, optimizing your customer engagement strategy.

When this happens...
Connection Widget ReachedTriggers when a Connection Widget is reached in a Dialogue.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Customers.ai and LeadConnector

Discover other triggers and actions you can use with Customers.ai and LeadConnector

- Trigger Name
  Required
Trigger
Instant
Try It
- Attribute_name
  Required
Trigger
Instant
Try It
- Phone Number or Email
  Required
- Full Name
- First Name
- Last Name
Action
Write
- Lookup Attribute
  Required
- Lookup Value
  Required
Action
Write
- Attribute Name
  Required
- Attribute Value
  Required
Action
Search

- Recipient ID
  Required
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

New Contact
Triggers when a new contact is added to your page.
Trigger
Instant
Try It
- Automation ID
  Required
- Phone Number or Email
  Required
- Full Name
- First Name
- Last Name
Action
Write
- Recipient ID
  Required
- Message
  Required
- Messaging Type
- Tag
Action
Write
- ID
  Required
Action
Search
- First Name
- Last Name
Action
Search
- 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 Customers.ai

Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.

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About LeadConnector

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