About this template
Live chat is a great way for your team to identify qualified leads. But more often than not the hand over to sales results in a conversion rate that is lower than it could be. This journey makes it easy for your live chat team to convert leads from live chat into Salesforce Leads simply by tagging them. This immediately notifies your team on Slack , creates a lead in Salesforce and assigns it randomly to a member of your team. This ensures a smooth transition from chat to sales and will help you to increase your conversion rate. For even better results, try adding a follow up message (for example, a personalized email) and targeting the lead on Facebook or Google Ads using Autopilot's built-in integrations.
Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $1/month.