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Create and assign contact from forwarded chat session

Create and assign contact from forwarded chat session

Forwarded support sessions arrive with messy contact info and no owner, delaying rep outreach. The workflow creates CRM contacts and assigns owners so leads are ready within minutes.

Create and assign contact from forwarded chat session

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Overview

When forwarded support sessions arrive with messy details or no owner, reps waste time and opportunities cool off. This flow turns each forwarded conversation into a clean CRM contact and assigns ownership, so sales has outreach-ready leads within minutes.

Create and assign contact from forwarded chat session