Attach conversation link to contact records for reps

When a lead adds an email in your in-product messenger, reps lack the conversation link on contact records and miss context for outreach. The contact gains the conversation link so reps act with full context same day.

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Overview

If conversation links aren't on contact records, reps lack context and follow-ups stall; this flow attaches those links and key metadata directly to the contact profile. Reps and success managers get full customer context within minutes, enabling faster, better-informed outreach.