Update opportunities in LeadConnector when phone calls are completed in Synthflow AI
Streamline your sales process with this seamless workflow. Once a phone call is completed in Synthflow AI, it directly updates or adds a new opportunity in your LeadConnector app. This allows your sales team to track potential leads in real-time, improving efficiency and ensuring no opportunity is missed out.
Streamline your sales process with this seamless workflow. Once a phone call is completed in Synthflow AI, it directly updates or adds a new opportunity in your LeadConnector app. This allows your sales team to track potential leads in real-time, improving efficiency and ensuring no opportunity is missed out.
- When this happens...Voice - Phone Call Completed
Triggers after AI assistant completes a phone call. Provides transcript and other relevant information.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Model IDRequired
Try ItModel IDRequired
Phone NumberRequired
NameRequired
Custom variables
Webhook
Lead Email
Lead Timezone
Prompt
In 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
Model IDRequired
QueryRequired
User IDRequired
Call IDRequired
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
CampaignRequired
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)