LeadConnector + Olark
Create LeadConnector contacts from new Olark transcripts
Connect Olark and LeadConnector effortlessly with this workflow. When a new transcript appears in your Olark app, it will result in your LeadConnector contact list being updated or a new contact being added. This way, you don't have to manually transfer data between the two apps, saving you precious time. Stay organized and never miss a potential lead with this efficient process.
Connect Olark and LeadConnector effortlessly with this workflow. When a new transcript appears in your Olark app, it will result in your LeadConnector contact list being updated or a new contact being added. This way, you don't have to manually transfer data between the two apps, saving you precious time. Stay organized and never miss a potential lead with this efficient process.
- When this happens...New Transcript
Triggers once when we get a new transcript.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Message
Triggers once for each message when we get a transcript.
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
New Transcript
Triggers once when we get a new transcript.
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
