Update lead with chat link and messaging flag
Update lead with chat link and messaging flag
Your web chat leads arrive without a CRM link or messaging status, so reps lack context for callbacks. This populates lead records with chat links and a messaging flag for same-day outreach.
Overview
Incoming web chat leads often land without CRM context, which slows follow-up and wastes marketing spend. This flow writes chat links and a messaging flag into lead records so reps and marketing ops can triage and contact prospects the same day.