Create CRM lead from incoming chat and log
Create CRM lead from incoming chat and log
Your chat leads arrive without CRM records or intake context, leaving project coordinators and sales reps scrambling to qualify requests. You get leads in CRM and a shared log within minutes.
Overview
Stop manual lead entry from chat and give reps immediate context for outreach. This creates CRM leads and a shared intake row so sales reps and project coordinators can follow up within minutes and start projects faster.