Create callback contact record from chat message thread
Create callback contact record from chat message thread
You miss callback leads when phone numbers in chat threads aren't captured, delaying outreach and losing warm prospects. Capture and queue contacts for callbacks so reps can call same day.
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Overview
When callback requests appear in chat they often slip past reps and go uncalled. This flow captures phone numbers from channel messages, creates or updates CRM contacts, and posts the contact link back into the thread so reps can call prospects the same day.