Create Actionstep individual contacts from new chats in
DESCRIPTION chat brings in new leads via a website chat widget and texts, but you need these leads logged in your case management tool for easy follow-up. This integration automatically logs the lead's name, address, and email in Actionstep as a new, individual contact. When it's time to take on the new case, you'll save time without needing to create a new contact from scratch in your Actionstep account.

" is our inbound sales team. Having a trained and personable voice has transformed our ability to answer the phone and convert callers to clients."
Jeremy Treister Headshot
Jeremy Treister
CMIT Solutions of Downtown Chicago

Affordable monthly plans for every budget

Take the Faster Path to Growth.
Hire Today.

Try risk-free¬†‚ÄĘ ¬†14-day money-back guarantee
g2 users love us badge
we deliver blue badge.

Learn More About

Virtual receptionists can help your business!

(We serve thousands of businesses daily, just like yours.)

Let's talk!

Please complete the form and we'll be in touch shortly.