Lead Integration: Working with Broadly chat leads in CLEO

Molly Maid owners who use Broadly Premium with website chat enabled will now see leads from Broadly chat saved to CLEO automatically. This feature does not require any setup between Broadly and CLEO. Typically, leads arrive in CLEO within 1-2 minutes of the lead initiating a conversation on Broadly chat. 

How do Broadly chat and CLEO work together? 

When a lead engages with the Broadly chat, the lead’s name and phone number are captured as part of the chat. A Broadly team member attempts to verify that the lead is a real person and may optionally attempt to collect the lead’s zip code. Once this information has been captured, the lead’s information is sent from Broadly to CLEO. Typically, the lead’s full address and email will not be captured as part of the chat and so will not appear in CLEO. 

How do I identify and work with Broadly leads in CLEO? 

Contact Log 

You can identify Broadly leads by viewing the lead Contact Log. You will see “Broadly” as the Vendor Name, “webchat” as the Lead Source name, and you will also see what the lead typed into the Broadly chat when they first initiated the conversation. 

Service Address 

Typically, since the lead’s email and physical address won’t be captured in the chat, leads show up in CLEO with “No Address Provided” in the address field. This can be updated as a part of lead follow-up. 

Lead Category 

Broadly leads are saved to CLEO in the New Lead ribbon. From there, they can be managed using the typical workflows in the CLEO Lead Management System. 

Lead Source 

Both the primary and secondary source are set to Internet Search for Broadly leads.