LeadConnector + LiveChat
Create or update opportunities in LeadConnector from new LiveChat conversations
Optimize your lead management with this seamless workflow. When a new chat initiates in LiveChat, an opportunity is instantly added or updated in your LeadConnector. Save time and increase efficiency by ensuring your business prospects are always up-to-date and nothing slips through the cracks.
Optimize your lead management with this seamless workflow. When a new chat initiates in LiveChat, an opportunity is instantly added or updated in your LeadConnector. Save time and increase efficiency by ensuring your business prospects are always up-to-date and nothing slips through the cracks.
- When this happens...New Chat
Triggers when the chat is started.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Chat Changed
Triggers when the tag list for a particular chat was changed.
Try ItNew Chat
Triggers when the chat is started.
Try ItNew Visitor in Queue
Triggers when a visitor enters queue.
Try ItFirst 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
Finished Chat
Triggers when the chat is ended.
Try ItNew Ticket
Triggers when the ticket is created.
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
