1.Detects forwarded session
Integrate Darwin AI and support metadata tools to map conversation details into CRM payload fields for creating or updating contacts.
Add support session contacts to CRM with notes
Automatically monitor forwarded support sessions across Darwin AI and HubSpot. Create and update CRM contacts and engagement notes when forwarded sessions, new email candidates, or phone candidates are detectedβso you can match records, normalize phone data, and keep follow-up context without manual CRM updates.
How this automation updates your CRM with support context
When a Darwin AI session is forwarded, delays can cause missing contact details and weak follow-up. This automation updates CRM contacts and creates engagement notesβso your team can act with accurate support context.
Darwin AIor swap with your favorite app
2.Normalizes phone number
Integrate Formatter by Zapier and phone number tools to format conversation phone into E.164 for reliable contact lookup.
Formatter by Zapieror swap with your favorite app
3.Finds matching contact
Integrate HubSpot and CRM search tools to find a contact by email first, then formatted phone, and return contact id.
HubSpotor swap with your favorite app
4.Creates or updates contact
Integrate HubSpot and CRM contact workflows to create or update the contact with source fields and set the configured owner.
5.Adds engagement note
Integrate HubSpot and engagement note workflows to create an engagement note from the session summary and associate it to the contact.
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