ChatbotNode GuidesAdvancedLead Stage

Lead Stage Node

Moves the contact into a specific CRM lead stage as part of the flow, and logs it as a lead sourced from the chatbot. Use it to automatically qualify or advance a contact through your pipeline based on how they answer earlier in the conversation.

How to Use

  1. Drag a Lead Stage node onto the canvas and connect it from the preceding node.
  2. Select the lead stage to move the contact into, from the dropdown (stages are managed under CRM → Lead Management).
  3. Connect the node’s output to whatever should run next.

Validation

  • A lead stage must be selected.

Summary

  1. Add the node, connect it from the previous step.
  2. Pick a lead stage from the dropdown.
  3. Connect to the next node — the contact is added to your CRM as a lead (source: chatbot) in that stage, with an activity entry logged.
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