Update CRM lead source from live chat and notify

Your live chat contacts lack CRM source tags, causing reps to miss channel context and deprioritize leads. Benefit: normalized source, channel alert, and faster outreach same day.

Overview

Chat-origin contacts frequently arrive without attribution, creating confusion and delayed follow-up; this flow tags and updates CRM records, then pings your team so reps have context immediately. That means prioritized outreach and accurate attribution within the same day.