Append chat replies to prospect communication history in CRM

Your prospect records miss inbound chat replies, leaving campaign managers without conversation context. It appends chat replies to each prospect's history so your team sees context quickly.

Workflow preview:

Zap details:

Overview

Inbound chat replies often never reach prospect records, so outreach proceeds without recent conversation context. This workflow captures those chat replies and appends them to prospect histories, giving campaign managers and reps the context they need within minutes.