Add inbound chat leads to external intake system
Add inbound chat leads to external intake system
Your chat lead records arrive unstandardized and lack parsed case types, causing slow triage and missed transfers. You get parsed leads routed to intake so coordinators act same day.
Workflow preview:
Zap details:
Overview
When inbound chat leads arrive as raw messages, coordinators waste time rekeying and parsing details. This flow standardizes those leads and posts parsed case types to your intake system so teams can triage and act within minutes, enabling same-day outreach.