Notify team and update lead record on opt-in
Notify team and update lead record on opt-in
Your chat opt-ins arrive without lead context, leaving outreach reps unprepared for conversations. Get channel alerts and updated lead records so reps can follow up same day.
Overview
When chat opt-ins aren't surfaced to reps, momentum stalls and prospects cool. This flow posts an immediate channel alert and writes the tag and last interaction to your lead table so reps have context and can follow up same day.