FastBots + LeadConnector
Manage new FastBots leads by adding or updating opportunities in LeadConnector
Ensure that each new lead generated in FastBots is promptly converted into an opportunity within LeadConnector. This workflow takes the manual effort out of updating your leads, ensuring that none ever fall through the cracks. Simplify your sales process and enhance conversion rates with this seamlessly integrated automation.
Ensure that each new lead generated in FastBots is promptly converted into an opportunity within LeadConnector. This workflow takes the manual effort out of updating your leads, ensuring that none ever fall through the cracks. Simplify your sales process and enhance conversion rates with this seamlessly integrated automation.
- When this happens...New Lead Generated
Triggers when a new lead is generated.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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BotRequired
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
Bot IdRequired
MessageRequired
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
