Add new chat leads to shared lead sheet

Your chat lead submissions arrive without structured contact or campaign context, so reps can't prioritize or trace sources. Capture and standardize each lead to the shared sheet for same-day outreach.

Overview

Chat-submitted leads often lack the structured fields your reps need, so follow-up is delayed and attribution is lost. This flow captures contact and campaign context into a single lead sheet so SDRs can prioritize and start outreach the same day.