Darwin AI + LeadConnector

Forward new Darwin AI sessions to LeadConnector and update contacts efficiently

Initiate efficient data flow with this workflow. When a session is forwarded in the Darwin AI platform, it efficiently updates or adds a new contact within LeadConnector. This seamless operation solves the problem of manually transferring information, instead streamlining crucial updates for smooth business operations.

When this happens...
Session Forwarded
Triggers when a session is forwarded to another agent.
TriggerInstant
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Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

Session Analyzed
Triggers when a session is analyzed.
Trigger
Instant
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Session Closed Unforwarded
Triggers when a session is closed and unforwarded.
Trigger
Instant
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Session Forwarded Escalated
Triggers when a session is forwarded and escalated to another agent.
Trigger
Instant
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Session Forwarded Recovered
Triggers when a session is recovered and forwarded to another agent.
Trigger
Instant
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Session Replied
Triggers when a session is replied.
Trigger
Instant
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- Phone NumberRequired
- Channel ID
- Channel Type
- Message
- Initial State
- Initial Pipeline ID
- Utm Source
- Utm Campaign
- Utm Medium
- Intent
- Utm Term
- Utm Content
- Interest
- Media Url
- Media Type
- Location
Action
Write
- 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
- Date of Birth
Action
Write

- 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)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

Session Closed
Triggers when a session is closed.
Trigger
Instant
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Session Forwarded
Triggers when a session is forwarded to another agent.
Trigger
Instant
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Session Forwarded Qualified
Triggers when a session is forwarded to another agent.
Trigger
Instant
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Session Opened
Triggers when a session is opened.
Trigger
Instant
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Session Stage Transitioned
Triggers when a session is moved to a new stage.
Trigger
Instant
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- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About Darwin AI

Darwin AI offers AI-driven customer service solutions, specializing in human-like interactions for effective customer experiences and service improvements.