Create new lead records from team intake messages

Your intake messages sit unrecorded in chat, leaving campaign managers without structured lead details. Capture leads to records so marketing ops can begin nurture and pass them to sales same day.

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Overview

When qualifying prospect details land in chat they commonly sit unrecorded and stall outreach. This flow turns those messages into complete lead records and notes, enabling marketing ops to start nurture and pass to sales the same day.