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Update contact custom fields from conversational lead chats

Update contact custom fields from conversational lead chats

You get chat leads with loan intent and budget hidden, causing follow-up and segmentation errors. This fills contact custom fields with parsed loan type and budget so campaign managers can act today.

Update contact custom fields from conversational lead chats

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Overview

Conversational leads often arrive as messy chat transcripts, leaving campaign managers guessing about intent and budget. By extracting loan type and estimated budget into contact fields, your marketing ops can segment and pursue high-priority leads the same day.

Update contact custom fields from conversational lead chats