Create prospect records from chat leads for follow-up

You receive chatbot messages missing contact context and duplicates that fragment your prospect list. Leads get added to a backup sheet and forwarded to intake for same-day marketing follow-up.

Create prospect records from chat leads for follow-up

Overview

When chatbot replies land with messy or duplicate info, your prospect lists fragment and campaigns lose momentum. This flow captures each chat lead into a backup sheet and posts validated lead payloads to intake so marketing ops can segment and begin outreach the same day.

Create prospect records from chat leads for follow-up