Turn website chat conversations into CRM leads automatically

Sends every website chat conversation straight into your CRM as a lead, with a full transcript emailed to you.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"chat conversation ends"]:::trig s0["capture conversation transcript"]:::svc s1["check if email was provided"]:::task s2["email you the transcript"]:::svc trig --> s0 s0 --> s1 gx{"× was an email provided"}:::gate s1 --> gx p00["create CRM lead with transcript"]:::task gx -->|"email provided"| p00 p10["log as activity instead"]:::task gx -->|"no email given"| p10 jn{"○ continue to notification"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"conversation captured as CRM lead"/]:::out pay{{"no lost leads from chat"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceOne path onlyPaths rejoinResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
AI Chatbots & AssistantsCRM & Sales PipelineEmail AutomationMessaging & NotificationsAPI & Webhook Integration
Connects
Anam.aiSalesforce

The problem it solves

Visitors talk to your website's AI assistant, but if nobody manually copies that conversation into your CRM, it just disappears. You lose the context, the contact details, and the chance to follow up quickly.

Who it fits

Sales and marketing teams using an AI chat assistant on their website who need those conversations captured, not lost.

How it works

  1. A visitor chats with your website's AI assistant
  2. When the conversation ends, the full transcript and any details they shared are captured
  3. If they gave an email, a new lead is created in your CRM with the transcript attached
  4. If not, it's logged as an activity so nothing is lost
  5. You get an email with the visitor's details and the full conversation
What you get

Chat leads that make it into your CRM

Every website chat conversation becomes a lead in your CRM automatically, with the full transcript captured and emailed to you.

What you get

A new CRM lead or logged activity, plus an email notification with the conversation transcript.

What you need

A website AI assistant account, a CRM account, and an email account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Back to the AI Playbook