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Create prospect records in database from chat leads

Create prospect records in database from chat leads

Uncaptured chat contacts leave your reps without context and delay outreach, causing leads to cool. Teams can engage within minutes when contact details are captured.

Create prospect records in database from chat leads

Overview

Inbound chat leads often never reach your outreach stack, leaving reps without context and slowing follow-up. This flow captures chat contacts, finds or creates them in your outreach system, and logs a tracked record so teams can engage within minutes.

Create prospect records in database from chat leads