AI Messaging Agent: CRM Lead Capture
Capture and route leads directly into your CRM
Capture and route lead details gathered in SMS directly into your CRM. AI Messaging Agent can collect information like name, contact details, and intent during the conversation, and send it to your CRM via a custom webhook. You control which fields the agent should capture to match your process and reporting needs.
This feature is live now for all U.S. customers. Learn more in the Support Portal.
Key Benefits
- Reduce manual follow-up work by capturing key lead fields automatically.
- Keep your CRM up to date with structured data captured in real time.
- Support flexible CRM workflows through webhook-based integrations