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Create CRM opportunity from incoming chat and webhook leads

Create CRM opportunity from incoming chat and webhook leads

Your chatbot leads arrive without CRM records, forcing agents to create opportunities manually. You get consistent opportunity records so support ops can follow up the same day.

Create CRM opportunity from incoming chat and webhook leads

Overview

Incoming chat and webhook leads are often trapped as raw payloads, creating manual work and slowing outreach. This flow creates or updates opportunity records automatically so support ops and sales coordinators get full context and can act the same day.

Create CRM opportunity from incoming chat and webhook leads