Update lead records and notify CRM on chatbot event
Update lead records and notify CRM on chatbot event
Chatbot leads arrive without flags or timestamps, leaving marketing unsure which prospects are ready. It updates your lead worksheet and sends events so managers see status same day.
Overview
When chatbot implementation events aren't recorded, follow-ups get delayed and campaign velocity drops. This flow ensures your lead worksheet is updated and CRM events are emitted so campaign managers see implementation status the same day and can prioritize outreach.