Customers.ai + LeadConnector
"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.
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 Reached
Triggers when a Connection Widget is reached in a Dialogue.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Trigger NameRequired
Try ItAttribute NameRequired
Try ItPhone Number or EmailRequired
Full Name
First Name
Last Name
Lookup AttributeRequired
Lookup ValueRequired
New Contact
Triggers when a new contact is added to your page.
Try ItAutomation IDRequired
Phone Number or EmailRequired
Full Name
First Name
Last Name
Recipient IDRequired
MessageRequired
Messaging Type
Tag
IDRequired
