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Intaker + LeadConnector

Add new Intaker chats as leads to a campaign in LeadConnector

Streamline your lead management process with this intuitive workflow. When a new chat starts in the Intaker app, instantly, the relevant contact is added to a campaign in LeadConnector. This automation not only saves you the time of manual data entry but also ensures that every potential customer from Intaker is immediately included in your LeadConnector campaign efforts, enhancing your business productivity and lead engagement.

Streamline your lead management process with this intuitive workflow. When a new chat starts in the Intaker app, instantly, the relevant contact is added to a campaign in LeadConnector. This automation not only saves you the time of manual data entry but also ensures that every potential customer from Intaker is immediately included in your LeadConnector campaign efforts, enhancing your business productivity and lead engagement.

  1. When this happens...
    IntakerIntaker
    New Chat

    Triggers when a new chat is received by Intaker.

    TriggerScheduled
  2. automatically do this!
    LeadConnectorLeadConnector
    Add Lead to Campaign

    Adds a lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Organization NameRequired

    • Bot Name

    • Prompt Name

    Trigger
    Scheduled
    Try It
    • orgIdRequired

    • Lead Status Changed ToRequired

    • Lead Status Changed From

    • Filter

    Trigger
    Instant
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
    • Organization NameRequired

    • Bot Name

    Trigger
    Scheduled
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • Lead NameRequired

    • Lead Status

    • Create Task (Notification via Desk & Email)Required

    • First Name

    • Last Name

    • Phone Number

    • Phone Number SMS Consent

    • Email

    • Pipeline

    • Stage

    • Pipeline Estimated Value

    • Pipeline Estimated Cost

    • Pipeline Actual Value

    • Pipeline Actual Cost

    • Pipeline Additional Details

    • Note Description

    Action
    Write
intaker logo

About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

Related categories

  • Dashboards
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Related categories

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier