Create CRM contact from web chat leads for follow-up
Create CRM contact from web chat leads for follow-up
Your web chat leads arrive without structured details, leaving advisors unable to prioritize mortgage enquiries. They get tagged and routed to CRM so follow-up happens same day.
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Overview
When web chat leads never reach your CRM, advisors miss timely touches and enquiries cool off. This flow captures chat submissions, enriches them with a formatted timestamp and transcript, and pushes tagged contacts into CRM so your team can follow up same day.