Add chat leads to your CRM contact list
Add chat leads to your CRM contact list
Your chatbot signups arrive without contact records, causing missed follow-ups. Contacts are created or updated for campaign managers and owners, ready for follow-up within minutes.
Overview
When chat leads arrive through your site webhook, they must land as usable contact records without manual entry. This flow converts chat submissions into tagged contacts ready for outreach, giving campaign managers accurate audiences within minutes.