Multi-Channel Lead Consolidation
Consolidate leads from every channel (form, phone, chat, social, walk-in) into one unified pipeline with de-duplication
What This Automation Does
How It Works
Lead from Any Channel
Form, phone, chat, FB, IG, Google, walk-in, referral
De-Duplicate Check
Search for existing contact by phone/email
Duplicate?
Merge or create new
Merge → Update
Add new source tag, update fields, merge history
New → Create
Full contact creation with source attribution
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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