Create CRM lead and visit from forwarded session

Your forwarded support sessions lack structured lead records, leaving visits unbooked and reps underprepared. Create contact, deal, and a scheduled visit so reps can act the same day.

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Overview

Support conversations that are forwarded to sales often contain high-intent signals but no structured handoff. This flow creates the contact, opens a deal, assigns an owner, and books the visit in your pipeline so reps have full context and can follow up same day.