What it does
Integrates Blip with Exact Spotter (Exact Sales) to create, find, and update leads directly from bot conversations. Data captured during service feeds the CRM in real time, with no manual entry or exports.
Key features
- Creates a new lead in Exact Spotter when one does not yet exist, or updates the lead found by phone number, preventing duplicates.
- Finds a lead by email, name, phone number, or document (CPF/CNPJ) and returns the data to the conversation flow.
- Saves standard lead fields: name, phone number with country code, source and sub-source, industry, SDR email, website, product, full address, CPF/CNPJ, and description.
- Reads and fills custom fields configured in your account, including text, number, and single or multiple-choice fields.
Requirements
- Active account in Exact Spotter (Exact Sales).
Benefits
- Keeps the CRM always up to date with what the lead shares during the conversation.
- Reduces manual registration and rework for the prospecting team.
- Avoids duplicate leads by recognizing existing contacts by phone number.
- Qualifies and routes leads based on data collected directly during service.
Who it's for
Sales and prospecting teams that use Blip and Exact Spotter (Exact Sales) and want to register and look up leads in the CRM from the chatbot.
Learn more
Additional information here.
