Intaker + LeadConnector
Create and update LeadConnector contacts from new Intaker chats
Effortlessly manage your leads with this workflow that connects Intaker and LeadConnector. When a new chat occurs in Intaker, this automation will add or update the contact information in LeadConnector, ensuring your sales team always has the most up-to-date information. Streamline your lead management process and stay focused on closing deals.
Effortlessly manage your leads with this workflow that connects Intaker and LeadConnector. When a new chat occurs in Intaker, this automation will add or update the contact information in LeadConnector, ensuring your sales team always has the most up-to-date information. Streamline your lead management process and stay focused on closing deals.
- When this happens...New Chat
Triggers when a new chat is received by Intaker.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Organization NameRequired
Bot Name
Prompt Name
Try ItOrganization NameRequired
Try ItOrganization NameRequired
Try ItOrganizationRequired
Lead NameRequired
Lead Status
Create Task (Notification via Desk & Email)Required
First Name
Last Name
Phone Number
Phone Number SMS Consent
Email
Pipeline
Stage
Pipeline Estimated Value
Pipeline Estimated Cost
Pipeline Actual Value
Pipeline Actual Cost
Pipeline Additional Details
Note Description
