Add webchat leads to campaigns and notify staff
Add webchat leads to campaigns and notify staff
Your webchat leads arrive without campaign context, causing slow follow-up and missed bookings. Capture and route each lead into campaigns and a master sheet so staff can act same day.
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Overview
Unqualified webchat leads slipping into inboxes slow down bookings and waste staff time. This flow captures each submission, places it into the right campaign, notifies the correct location, and records a durable row for reporting so your team can follow up same day.