Add lead from qualifying website chat visitor to CRM
Add lead from qualifying website chat visitor to CRM
Your live chat on property pages spawns unrecorded visitor contacts, leaving reps without contact context for follow-up. It creates a contact record with name and email so reps can reach out same day.
Overview
When qualifying visitors start chats on your property pages, capture their name and email and add them to your contact system automatically. This removes manual copy-paste, gives reps the source context they need, and enables same-day outreach.