Create intake leads from chat submissions to CRM

Your chat leads lack structured intake and source context, so intake teams can't prioritize follow-up. It logs validated leads into the case CRM so coordinators can begin outreach same day.

Overview

Chat conversations are valuable but often arrive without the structure intake teams need. This flow converts raw chat submissions into validated CRM leads so intake coordinators can prioritize and begin outreach within the same business day. Implementing it reduces time-to-first-contact and keeps partner pipelines moving.