LeadConnector + Social Intents
Update LeadConnector contacts when chats close in Social Intents
Streamline your customer follow-up process using this workflow. When a chat finishes in the Social Intents app, it updates or adds a contact in LeadConnector. This efficient system ensures none of your engagements are lost, enhancing your lead management, and therefore, boosting your chances of conversion.
Streamline your customer follow-up process using this workflow. When a chat finishes in the Social Intents app, it updates or adds a contact in LeadConnector. This efficient system ensures none of your engagements are lost, enhancing your lead management, and therefore, boosting your chances of conversion.
- When this happens...Chat Closed
Triggers when a chat is closed by an agent.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Chat WidgetRequired
Try ItChat WidgetRequired
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)
App WidgetRequired
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
