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Create qualified chat leads and add to campaign

Create qualified chat leads and add to campaign

Your website chat transcripts lack structured contact and vehicle context, forcing manual lookups and slowing follow-up. Leads are added to CRM and campaign so reps follow up same day.

Create qualified chat leads and add to campaign

Overview

Website chats arrive unstructured and often require manual prep, which delays outreach. This flow enriches chat submissions, logs them to your intake table, and pushes validated contacts into CRM and campaign so reps can act same day.

Create qualified chat leads and add to campaign