Capture new leads from Intaker chat, create or update contacts in ActiveCampaign, and add notes
Capture new leads from Intaker chat, create or update contacts in ActiveCampaign, and add notes
Capture new leads from chat interactions with Intaker, create or update their contact information in ActiveCampaign, find existing contacts, and add relevant notes for follow-up, ensuring efficient lead management and improved engagement.
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Overview
Capture new leads from chat interactions with Intaker, create or update their contact information in ActiveCampaign, find existing contacts, and add relevant notes for follow-up, ensuring efficient lead management and improved engagement.