Add lead from reacted chat message to CRM
Add lead from reacted chat message to CRM
Your flagged chat messages with potential leads go untracked, causing missed referrals and unclear ownership. It creates a CRM contact and assigns an SME for outreach same day.
Overview
When team chat flags a referral, those leads often disappear into conversation threads and never enter the CRM. This flow captures flagged messages as contact records and assigns SME ownership so campaign managers see actionable leads in the CRM within minutes and can begin outreach same day.