Skip to content
Log inSign up
Templates
Create and assign incoming chat leads to sellers instantly

Create and assign incoming chat leads to sellers instantly

Your incoming chat leads arrive untracked and unassigned, forcing reps to search for context and delaying outreach. You get assigned lead records so reps can contact prospects the same day.

Create and assign incoming chat leads to sellers instantly

Overview

Inbound messaging leads often arrive unassigned, which slows response and weakens conversion. This flow captures each conversation, assigns an owner via round-robin, and creates a lead record so reps can reach out the same day.

Create and assign incoming chat leads to sellers instantly