Skip to content
Add contact details to consultation events for reps before shift

Add contact details to consultation events for reps before shift

Your consultation events arrive without client contact info, causing delayed callbacks and frustrated customers. Support reps get full contact details in event notes so they can follow up before the next shift.

Add contact details to consultation events for reps before shift

Workflow preview:

Zap details:

Add contact details to consultation events for reps before shift