1.Detect new inbound message
Integrate Superchat to monitor new inbound message activity and route the details into lead matching.
Create lead and add message note from incoming chats
Automatically convert Superchat inbound messages into CRM leads across Superchat and Close. Create and update leads and notes when new message arrives, sender phone matches, or message email appearsβso you can create leads, attach message notes, and keep follow-up on track without manual lead entry.
How this automation turns chats into actionable leads
When new inbound message comes in, missed context can stall outreach and force manual searching. This automation finds matching contacts, looks up leads, and creates or updates lead notesβso your team can follow up with complete conversation details.
Superchator swap with your favorite app
2.Find contact by phone
Integrate Superchat and contact lookup tools to search sender identifiers and return matched contact details.
3.Find lead by email
Integrate Close and CRM search tools to look up existing leads using contact email values.
Closeor swap with your favorite app
4.Create note on found lead
Integrate Close and note taking tools to attach message text as a lead note with timestamps and sender summary.
5.Create lead then note
Integrate Close and CRM records to create a new lead, set status and source label, then add the initial note.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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