Send client message and update lead status record
Send client message and update lead status record
Your inbound chat requests arrive without linked lead context, leaving project owners unsure and delaying follow-up. Get the lead updated and an immediate customer reply so owners can act in minutes.
Overview
When prospects request a chat without linked lead context, ownership blurs and follow-up stalls. This flow updates the lead record and sends a prompt customer message so project managers receive a ready-to-act handoff within minutes.