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Create new sales deal from incoming chat conversations

Create new sales deal from incoming chat conversations

Untracked incoming chats leave reps without context and analytics with poor lead data. It creates CRM deals and activities so leads are actionable for outreach and modeling the same day.

Create new sales deal from incoming chat conversations

Overview

Inbound chats often sit outside the CRM and cause missed follow-ups and gaps in your analytics. This flow captures conversation opens as pipeline-ready deals and creates a qualification activity, making leads actionable within minutes and ready for same-day outreach.

Create new sales deal from incoming chat conversations