Add claimed lead to CRM and notify channel

When reps claim leads in chat, contact ownership and records can fall out of sync. The workflow adds or updates the lead record and posts claim status so reps see ownership same day.

Add claimed lead to CRM and notify channel

Overview

When someone claims a lead in chat, ownership should be obvious and the CRM should reflect it immediately. This flow creates or updates the lead and publishes claim status in-channel, cutting handoff confusion and ensuring reps have context within minutes.

Add claimed lead to CRM and notify channel