Add incoming chat leads to tracking sheet and send message
Add incoming chat leads to tracking sheet and send message
Your chat leads arrive as freeform messages, so you can't extract contact details or quote intent and follow-up stalls. Capture cleaned numbers into a tracking row so reps can send quotes same day.
Workflow preview:
Zap details:
Overview
Incoming chat leads often arrive as messy messages and slow down follow-up while reps copy numbers and context manually. This flow captures the chat, normalizes the phone, logs a tracking row, and sends an outreach message so reps can respond same day.