Botsonic + LeadConnector
Add or update LeadConnector contacts for new Botsonic form entries
Activate this workflow when a new form entry surfaces in Botsonic to swiftly streamline your contact administration in LeadConnector. This ensures every potential lead is captured efficiently, eliminating manual data transfer for a more consistent information relay for enhanced lead management. A meticulously designed process to optimize your lead capture and save time on data management.
Activate this workflow when a new form entry surfaces in Botsonic to swiftly streamline your contact administration in LeadConnector. This ensures every potential lead is captured efficiently, eliminating manual data transfer for a more consistent information relay for enhanced lead management. A meticulously designed process to optimize your lead capture and save time on data management.
- When this happens...New Form Entry
Triggers when a user fills the user form and submits it.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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
