Create lead from new Intaker chat if it meets specific criteria, and capture relevant information

Create leads from new chat interactions in Intaker when sourced from specific searches. Capture relevant information for follow-up, ensuring efficient lead management and improved conversion rates.

Create lead from new Intaker chat if it meets specific criteria, and capture relevant information

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Overview

Create leads from new chat interactions in Intaker when sourced from specific searches. Capture relevant information for follow-up, ensuring efficient lead management and improved conversion rates.

Create lead from new Intaker chat if it meets specific criteria, and capture relevant information