Add new messenger leads to a shared contact sheet

Your messenger signups arrive without a unified record, so prospects stall and outreach lacks contact details. Add them to a shared sheet for instant visibility and same-day follow-up.

Overview

When messenger prospects don't land in a sales queue, follow-up stalls and revenue momentum drops. This flow captures chat signups into a shared contact sheet so reps and coordinators see full contact details and can reach out within minutes for same-day qualification.