Create CRM lead from new live chat visitors

Live chat visitors without a logged lead leave reps without contact context and delay intake scheduling. Create contact-ready CRM leads so reps can follow up and schedule intake calls the same day.

Overview

When live chat visitors don't become CRM leads, your reps lose momentum and intake scheduling stalls. This flow captures qualifying chat sessions as contact-ready leads and attaches tracking data so reps can outreach and schedule intake calls the same day.