Add incoming chat leads to master and archive sheets
Add incoming chat leads to master and archive sheets
Your chat leads aren't captured consistently in spreadsheets, causing duplicate outreach and lost interest context. Centralizing entries gives your sales team full context for same-day outreach.
Workflow preview:
Zap details:
Overview
Inbound chat leads often scatter across worksheets and create duplicate outreach windows. Centralizing each chat into a master and archive sheet gives reps immediate contact and vehicle interest context, enabling reliable same-day follow-up and cleaner daily reporting. Implementing this eliminates manual copy-paste and restores a predictable intake pipeline.