Create CRM message records from inbound customer chats
Create CRM message records from inbound customer chats
Your customer chat inbox lacks structured lead context, leaving inquiries untracked. Capture chats into a CRM message log so your founder and instructors can follow up with context same day.
Overview
Incoming chat messages are often the first signal of intent, but without context they go cold. This workflow turns each incoming chat into a CRM message record so your founder and instructors see full context and follow up the same day.