Create leads and log chat conversations in CRM
Create leads and log chat conversations in CRM
Webchat conversations lack linked CRM records, leaving reps without ownership or context. Create lead entries and attach chat history so reps can follow up with context within minutes.
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Overview
Stop letting inbound chat interactions slip out of your CRM—ensure every visitor becomes a tracked lead with an attached conversation record. That gives reps immediate ownership and context so follow-ups happen within minutes, not hours.