Add inbound website messages to contact notes for follow-up

Website messages arrive untracked, leaving contacts without conversation history and delaying responses. Each message is logged to the contact record so you can follow up with context the same day.

Overview

Inbound website messages often land without context, which slows follow-up and frustrates prospective clients. This flow attaches each incoming message to the contact timeline so you or your coordinator see conversation history and can respond with context the same day.