Send tagged chat leads to dealers and log them
Send tagged chat leads to dealers and log them
Tagged chat leads arrive without a dealer-ready prospect, causing delayed outreach and lost momentum. Dealers receive a prospect email and a logged tracking row so advisors can follow up same day.
Workflow preview:
Zap details:
Overview
Unrouted chat leads slow dealer response and let prospects cool. This flow turns each qualifying tagged conversation into a dealer-ready prospect email and a logged tracking row, enabling advisors to act same day and retain campaign context.