Create prospect records from chatbot leads into database
Create prospect records from chatbot leads into database
Your chatbot leads arrive unformatted or missing phone numbers, delaying intake and slowing sales follow-up. They are standardized into your prospect table for coordinator triage same day.
Overview
Chatbot leads often arrive messy and sit untriaged; this flow standardizes contact details, strips noise from messages, and writes a ready-to-triage prospect record. Coordinators get clean leads in the prospect table within minutes for same-day outreach.