Create qualified contact record from incoming chat lead

You receive chat leads with investor preferences and timelines in webhooks, leaving reps without clear intake. This captures term, budget and readiness so reps act with context same day.

Overview

Chat leads often arrive as unstructured text, so reps lack the intake context needed to act and opportunities cool. This workflow extracts term, budget and readiness into contact records so reps can prioritize and start outreach with full context same day.