When the user interacts with the chatbot and provides their contact information, a lead is said to be created.
As your sales team needs access to the lead details, here are some ways to you can get notified:
On the chatbot flow, after the contact information is collected, add a 'Send an email' action block.
Define the emails that should receive access.
Define the body with contact data to be sent or enable the whole chat transcript
Connect your Google Sheets and have the required lead data be sent when a new lead is created.
That way, you will always have the latest lead on the sheet.
If you are using Salesforce, HubSpot, or Zoho as your CRM provider, you can use our native integrations and map the fields that you want to sync.
For other CRMs:
If a REST API is available, you can simply use it as the endpoint, apply token-based authorization, and send the required payload. This will allow you to sync any fields you need, including lead details.
Learn more about APIs
Last updated 1 month ago
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