Connect BotConversa and Prospect CRM

Both apps 35BotConversa 14Prospect CRM 21

• Trigger
  New Subscriber

  Triggers when a new subscriber is added to your BotConversa bot.

• Trigger
  New Tag

  Triggers when a new tag is created in your BotConversa account.

• Trigger
  Sequence Subscription

  Triggers when a subscriber is subscribed to a sequence (a subscriber's sequence subscriptions change).

• Action
  Adds Subscriber to a Sequence

  Adds a subscriber to a BotConversa sequence.

• Action
  Add Tag to Subscriber

  Adds a tag to a BotConversa subscriber.

• Action
  Close Conversation

  Closes the conversation with a BotConversa subscriber.

• Action
  Create a New Subscriber

  Creates a new BotConversa subscriber from a phone number and name, with WhatsApp opt-in confirmed.

• Action
  Deletes Subscriber From a Sequence

  Removes a subscriber from a sequence so they stop receiving its messages.

• Action
  Delete Tag From a Subscriber

  Removes a tag from a BotConversa subscriber.

• Action
  Find Subscriber by Phone

  Finds a BotConversa subscriber by phone number and returns their details, tags, sequences and custom field values.

• Action
  Open Conversation

  Opens the conversation with a subscriber, optionally assigning it to a manager.

• Action
  Send Flow

  Sends a chosen flow to a BotConversa subscriber.

• Action
  Send Message

  Sends a text message or a file to a BotConversa subscriber over WhatsApp.

• Action
  Update Custom Field

  Sets the value of a custom field on a BotConversa subscriber.

• Trigger
  New contact

  Triggers when a new contact is added in Prospect CRM.

• Trigger
  New lead

  Triggers when a new lead is created in Prospect CRM.

• Action
  Add booking

  Creates a booking (a scheduled appointment or reservation) in Prospect CRM.

• Action
  Add contact

  Creates a new contact in Prospect CRM and returns the created contact record.

• Action
  Add enquiry

  Creates a new enquiry in Prospect CRM with the person's name, contact details, company, address and marketing source details.

• Action
  Add lead

  Creates a new lead in Prospect CRM, optionally linked to a contact, and returns the created lead.

• Action
  Create Customer

  Creates a customer (company) record in Prospect CRM and returns the new company.

• Action
  Create Entity

  Creates a new record of any kind in Prospect CRM, such as a contact, company, lead or enquiry, and returns the created record.

• Action
  Find companies

  Returns the companies in Prospect CRM that match a filter, such as a company name.

• Action
  Find contacts

  Returns the contacts that match a filter, such as an email address or surname.

• Action
  Find Entity

  Finds Prospect CRM records of any kind (contacts, companies, leads, enquiries and more) that match a filter condition.

• Action
  Find leads

  Finds leads in Prospect CRM that match a filter condition and returns the matching lead records.

• Action
  Get company

  Returns a single company record by its ID.

• Action
  Get contact

  Returns a single Prospect CRM contact by its contact ID.

• Action
  List webhook actions

  Returns the webhook event types Prospect CRM can subscribe to.

• Action
  Update company

  Updates an existing company in Prospect CRM, changing only the fields you fill in.

• Action
  Update contact

  Updates an existing contact in Prospect CRM. Only the fields you fill in are changed.

• Action
  Update Entity

  Updates any Prospect CRM record (contact, company, lead, enquiry and so on) by changing the fields you supply.

• Action
  Update lead

  Updates an existing lead in Prospect CRM. Only the fields you fill in are changed.

• Action
  Update Opportunity Status

  Changes the status of an opportunity (lead) in Prospect CRM.

• Action
  Update Problem Status

  Updates the status of an existing problem (support case) in Prospect CRM.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.