Chatling + LeadConnector
Add tasks in LeadConnector for new conversations in Chatling
Boost your sales productivity by instantly turning your chat conversations into tasks. With this workflow, whenever there is a new conversation in Chatling, it directly results in creating a new task in LeadConnector. This allows you to stay on top of your client interactions, ensuring that no deals are left unnoticed or unattended.
Boost your sales productivity by instantly turning your chat conversations into tasks. With this workflow, whenever there is a new conversation in Chatling, it directly results in creating a new task in LeadConnector. This allows you to stay on top of your client interactions, ensuring that no deals are left unnoticed or unattended.
- When this happens...New Conversation
Triggers when a new conversation was started by a customer.
- automatically do this!Add Task
Adds a task to the account.
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New Contact/Lead
Triggers when a new contact/lead is collected by the chatbot.
Try ItMessageRequired
Chatbot IDRequired
AI model IDRequired
Conversation ID
Language ID
Temperature
Instructions
First 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)
New Conversation
Triggers when a new conversation was started by a customer.
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
