Add inbound chat leads to shared reporting spreadsheet

Your inbound chat leads arrive in the CRM but miss shared reporting, delaying follow-up and context. Reps get timely lead records in a central sheet for same-day outreach.

Overview

Inbound messaging leads often fail to surface in shared reports, leaving reps without the context they need to act. This flow captures each lead into a central sheet and refreshes records within minutes, so reps can follow up same day and analysts keep accurate daily reports.