1.Captures outbound message event
Integrate Superchat and messaging event data to capture outbound messages and identify the recipient and message type.
Log outbound chat messages to CRM leads automatically
Automatically monitor outbound message events across Superchat and your CRM stack. Log CRM SMS chat entries and update conversation links when outbound messages send, template messages start, or media messages sendβso you can avoid manual logging, keep lead history accurate, and enrich records without paperwork.
How this automation protects lead activity history
When outbound message events fire, delays can leave CRM records incomplete and out of sync with real outreach. This automation captures outgoing chat messages and enriches them, then it logs CRM entries and updates lead and contact recordsβso your team can track activity immediately.
Superchator swap with your favorite app
2.Finds lead and contact by phone
Integrate Close and contact matching tools to look up the primary lead and contact using the recipient phone.
Closeor swap with your favorite app
3.Looks up template details
Integrate Airtable and template lookup tools to find the template name when the message type indicates a template.
Airtableor swap with your favorite app
4.Creates or updates CRM message logs
Integrate Close and CRM note tools to create a CRM SMS or chat log and update lead and contact conversation links.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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