Create contact records from website chat and notify team

Your website chat submissions arrive without structured contact data, leaving reps unable to prioritize outreach. Create contact records and send a channel alert so reps can follow up same day.

Create contact records from website chat and notify team

Overview

Uncaptured chat leads create friction and slow response times for reps. This flow turns each chat submission into a contact record and posts a channel alert so reps have context and can follow up within minutes. It reduces manual entry and ensures outreach happens same day.

Create contact records from website chat and notify team