Route inbound chat leads to the right sales rep

Sales reps miss chat leads when webhooks aren't captured, letting competitors respond first and deals go cold. It creates enriched, source-tagged CRM intakes so reps can follow up quickly.

Overview

Missed chat leads hand opportunities to competitors. This workflow captures, enriches, and correctly tags every chat intake so sales reps receive source-accurate leads and can follow up faster, eliminating missed follow-ups and improving pipeline reliability.

Notable Features

Create CRM lead records instantly
Tag leads with source and campaign
Notify assigned sales rep immediately