Add new messenger opt-ins to nurture contact list

Your chat opt-ins arrive without CRM records or tags, so follow-up and enrollment outreach gets delayed. It creates contacts, applies tags, and captures opt-in timestamps so you can nurture leads fast.

Workflow preview:

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Overview

For a small executive training business, every chat opt-in is a potential cohort seat — but only if it becomes a tracked contact you can act on. This workflow converts chat subscribers into tagged contacts and writes IDs back to the chat profile so campaign managers can send welcome and enrollment sequences within minutes.