Manage new incoming chats in TimelinesAI by adding or updating opportunities in LeadConnector
Improve sales efficiency with this workflow that activates when a new chat comes in on TimelinesAI. This automation promptly inputs relevant data into LeadConnector as an updated or fresh opportunity. Enhance your lead management process, secure all crucial client information, and never miss nurturing a potential sale again.
Improve sales efficiency with this workflow that activates when a new chat comes in on TimelinesAI. This automation promptly inputs relevant data into LeadConnector as an updated or fresh opportunity. Enhance your lead management process, secure all crucial client information, and never miss nurturing a potential sale again.
- When this happens...New Incoming Chat
Triggers when a new incoming chat is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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