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Create follow-up activity from incoming chat message for reps

Create follow-up activity from incoming chat message for reps

Your WhatsApp and chat messages arrive unlinked to deals, leaving reps without context for outreach. Add a tracked Pipedrive activity with message details so reps can reply and update the pipeline same day.

Create follow-up activity from incoming chat message for reps

Overview

Create follow-up activity from incoming chat message for reps