Intaker + WhatConverts
Create leads in WhatConverts for new chats in Intaker
This workflow turns new chats in the Intaker app into leads in the WhatConverts app effortlessly. It instantly captures essential information as soon as a conversation starts, creating a lead in WhatConverts. This ensures every chat is utilized to its full potential, converting conversations into promising prospects without missing a beat. Enhance customer engagement and capitalize on every interaction with this seamless workflow.
This workflow turns new chats in the Intaker app into leads in the WhatConverts app effortlessly. It instantly captures essential information as soon as a conversation starts, creating a lead in WhatConverts. This ensures every chat is utilized to its full potential, converting conversations into promising prospects without missing a beat. Enhance customer engagement and capitalize on every interaction with this seamless workflow.
- When this happens...New Chat
Triggers when a new chat is received by Intaker.
- automatically do this!Create Lead
Create a new lead.
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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
Organization NameRequired
Bot Name
Try ItOrganization NameRequired
Try ItOrganization NameRequired
Try ItLead Type
Phone Calls (Completed)Required
Phone Calls (Modified)Required
Phone Calls (In Progress)Required
Text MessagesRequired
Web FormsRequired
E-Commerce TransactionsRequired
Custom EventsRequired
Chats (Completed)Required
Chats (In Progress)Required
EmailsRequired
AppointmentRequired
OtherRequired
ProfileRequired
Try It
