Create CRM contact from inbound private chat messages
Create CRM contact from inbound private chat messages
Your private chat phone numbers go unrecorded, causing missed callbacks and loss of conversation context. They get added to the CRM and the thread receives a contact link so reps can act same day.
Workflow preview:
Zap details:
Overview
Private chat is where many callback-ready numbers first appear, but they often never make it into the CRM. This flow captures those phone leads, creates a contact and interaction, and posts a contact link back into the thread so reps can call within the same day.