Create CRM leads from live chat handoffs instantly
Create CRM leads from live chat handoffs instantly
Your chat handoffs often arrive without CRM records, so reps lack contact context and miss timely outreach. New leads are created and routed to sales for same-day follow-up.
Overview
Chat handoffs frequently slip through the cracks, leaving reps without context and slowing response times. This flow captures every handoff as a lead and routes it to sellers, enabling same-day follow-up and clearer qualification.