Add scheduled chat emails to centralized leads list
Add scheduled chat emails to centralized leads list
Your scheduled chat emails sit untracked and delay lead follow-up for service bookings. The workflow logs each chat to a central leads sheet so campaign and CX teams can act same day.
Overview
When scheduled chat emails go unlogged, follow-ups slip and booking opportunities cool. This flow captures each scheduled chat into a shared leads sheet so campaign managers and CX coordinators can take action same day and reduce missed bookings.