Add new chat leads to central leads spreadsheet
Add new chat leads to central leads spreadsheet
Your web chat leads land untriaged, leaving sales reps without clean contact records for outreach. Captured rows populate one lead worksheet for immediate outreach, improving first-contact rates same day.
Overview
Stop chat leads slipping through your pipeline—this flow captures incoming web-chat deals into a single lead worksheet so reps can act immediately. That reduces manual triage and drives faster, more same-day outreach.