Botsonic + LeadConnector
Add or update LeadConnector opportunities from new Botsonic form entries
Boost your lead management process with this smart workflow between Botsonic and LeadConnector. Whenever a new form entry is recorded in Botsonic, it adds or updates an opportunity in LeadConnector. This automation ensures timely and accurate capture of potential leads, streamlining your sales process and reducing manual data entry.
Boost your lead management process with this smart workflow between Botsonic and LeadConnector. Whenever a new form entry is recorded in Botsonic, it adds or updates an opportunity in LeadConnector. This automation ensures timely and accurate capture of potential leads, streamlining your sales process and reducing manual data entry.
- When this happens...New Form Entry
Triggers when a user fills the user form and submits it.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Bot IDRequired
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)
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
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
Phone Number
Email
First Name
Last Name
Full Name
