Growth coach: Capture and tag chatbot leads by channel
Growth coach: Capture and tag chatbot leads by channel
Growth coaches miss chatbot leads from Facebook and Instagram when contacts aren't recorded, losing redeemed-offer prospects. It tags and adds them to your CRM so you can segment and follow up.
Overview
Growth coaches lose redeemed-offer prospects when chatbot contacts slip between messaging and the CRM. This workflow captures and tags chat contacts by channel, turning scattered conversations into segmented leads so follow-ups happen and missed nurtures are eliminated.
Notable Features
- Tag chatbot contacts by channel
- Add or update CRM records
- Surface redeemed-offer leads for nurture