Manage new Pure Chat requests by adding/updating opportunities in LeadConnector
Transform new chat requests in Pure Chat into opportunities in LeadConnector effortlessly with this integration. As soon as a conversation begins in Pure Chat, an opportunity is immediately created or updated in LeadConnector. This automatic process ensures no potential lead is overlooked and that your sales pipeline is up-to-date, leaving you more time to focus on building customer relationships.
Transform new chat requests in Pure Chat into opportunities in LeadConnector effortlessly with this integration. As soon as a conversation begins in Pure Chat, an opportunity is immediately created or updated in LeadConnector. This automatic process ensures no potential lead is overlooked and that your sales pipeline is up-to-date, leaving you more time to focus on building customer relationships.
- When this happens...New Chat Request
Triggers whenever a website visitor initiates a new chat request.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Chat Box Name
Try ItChat Box Name
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
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)
Chat Box Name
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