Add intro chat invitees to prospects list and CRM
Add intro chat invitees to prospects list and CRM
Your Intro chat bookings arrive without audience or CRM records, leaving outreach without contact context. You get unified prospect records so reps can begin outreach same day.
Workflow preview:
Zap details:
Overview
Intro chat bookings should immediately create actionable prospects, not manual work. This workflow captures each booking into your audience and CRM, sends a confirmation SMS, and ensures reps have ready-to-act records the same day.