Create new CRM deals from incoming chat leads
Create new CRM deals from incoming chat leads
Your chat messages arrive unstructured, leaving sales and intake teams without context to triage leads. Capture each chat into a CRM deal so reps can prioritize and follow up same day.
Overview
When web chats arrive unstructured, reps lack the context needed to act and leads go cold. This flow converts each chat into a CRM deal with source and truncated URL metadata so intake and sales can triage and perform same-day outreach.