Add click-to-chat embed to task pages for contacts
Add click-to-chat embed to task pages for contacts
When contact payloads lack a normalized phone, task pages have no chat link and agents lose time. The workflow adds a click-to-chat embed so agents can start conversations from the task within minutes.
Workflow preview:
Zap details:
Overview
Incoming contact payloads often arrive without a consistent phone format, leaving task owners without a direct way to reach customers and delaying follow-ups. This workflow normalizes the phone, builds a verified click-to-chat URL, and embeds it into the task so agents can start conversations from the page within minutes.