Create proposal request from incoming live chat lead

Your chat leads lack structured contact and campaign fields, making quoting and follow-up slow. You get normalized proposal requests sent to quoting so reps act the same day.

Workflow preview:

Zap details:

Overview

Chat leads frequently arrive missing campaign or contact context, which stalls quoting and wastes rep time. This flow converts each chat into a complete proposal request and posts it into your quoting intake, letting reps act within minutes and preserve selling momentum the same day.