Add forwarded conversation as prospect record to CRM
Add forwarded conversation as prospect record to CRM
Your forwarded customer chats lack structured prospect records, causing manual entry and delayed outreach. It creates CRM-ready prospects so sales can start outreach same day.
Overview
Forwarded chat sessions often contain high-intent prospects but sit unstructured in inboxes. This flow turns those sessions into CRM-ready prospects, assigns an owner using fuzzy name matching, and gets sales reaching out the same day.