Capture website leads into CRM for business owners

Business owners lose website chat and form leads, creating incomplete contact records and stalled deals. Capture chats into your CRM with summaries so sales reps follow up faster.

Overview

Website chat and form enquiries often become fragmented contact records, leaving business owners with stalled pipeline and missed follow-ups. This workflow captures every enquiry into your CRM with conversation summaries and property preferences, eliminating missed follow-ups and keeping your sales pipeline clean.

Notable Features

Capture chat and form details
Create CRM contact and note
Alert sales reps with summary