Need the ability to create a lead while conducting a live chat in the conversations inbox. Currently, we have to leave the chat to go to the contact screen and then create a lead from there. Would be extremely helpful if a lead could be generated from the conversation inbox.
Status: Idea Submitted
@TRaymondRoto
I have a custom coded solution for this.
If you have operations hub it’ll be super easy to set up.
If you don’t, you can use AWS for free to set up some custom coded stuff.
The UX/UI would be pretty easy
In the conversation inbox or Help Desk feature, on the right sidebar you mark a property called “Create Lead” on the contact record and the lead is created.
I just set this up for myself.
Let me know if I can help ![]()
@KRodriguez06 We do have Operations Hub…so would love to see the solution you put together!
@TRaymondRoto sorry for the delay, here is the loom recording of it:
And I have the GitHub for the Code here:
Let me know if you need additional Help ![]()
This is really odd… Seems like this is the sort of basic functionnality we shouldn’t have to build a workaround for. Our inbound comes into the conversation inbox - based on what’s happening we should be able to easily not only respond or close the thread, but also create a lead if justified.