Add incoming chat leads to CRM lead queue
Add incoming chat leads to CRM lead queue
Your chat leads come in without tracking, leaving reps missing contact context and delaying follow-up. Leads are captured into CRM so reps have context and can respond the same day.
Overview
Chat leads often arrive without structure, which stalls follow-up and reduces conversions. This flow captures webhook submissions, cleans transcripts, and posts structured leads to your CRM so reps get context and act within minutes.