Founders capture inbound chat leads into CRM

Founders miss leads when inbound messages pile up and duplicates clutter the pipeline. It creates prospect records and skips recent duplicates so founders can follow up quickly.

Founders capture inbound chat leads into CRM

Overview

Founders lose prospects when direct messages go untracked and duplicates clog the pipeline. This workflow captures every inbound sender as a prospect and suppresses recent duplicates, giving founders a clean incoming-chats table and faster, more reliable follow-ups.

Notable Features

  • Create prospect records from messages
  • Prevent duplicates within seven-day window
  • Notify founder of new prospects

Founders capture inbound chat leads into CRM