Capture chat leads and create CRM records for sales reps

Sales reps lose chat prospects when contacts never make it into the CRM. Every chat contact becomes a CRM lead, routed to the right rep for faster qualification so reps can follow up quickly.

Overview

Leads slip away when chat contacts never reach the CRM, costing pipeline momentum and giving competitors first outreach. This workflow ensures every chat contact becomes a CRM lead and reaches the right rep, so reps follow up faster, response times drop dramatically, and manual data entry is removed from the process.

Notable Features

Create or update contact records
Route leads to the right rep
Notify reps and create tasks