Capture chat commenters as sales leads for faster outreach

Sales reps miss chat commenters tagged 'Commented', letting warm conversations go cold and deals stall. Capture each tagged commenter as a lead and notify reps so follow-up happens quickly.

Overview

Chat commenters too often slip through the cracks and warm conversations go cold. This workflow captures every 'Commented' interaction into your lead database and alerts reps so follow-up happens quickly, driving faster first touch and no missed follow-ups.

Notable Features

Create lead records from chat
Check and merge duplicate leads
Notify assigned sales rep instantly