Enable sales reps to launch chat links from contacts
Enable sales reps to launch chat links from contacts
Sales reps get webhook phone numbers that stay unlinked in CRM, causing missed outreach. It adds a clickable chat link to the contact so reps can start conversations and move deals forward.
Overview
Sales reps lose momentum when webhook phone numbers arrive unlinked in CRM, letting competitors respond first and deals stall. This workflow turns every incoming phone into a clickable messaging link on the contact record so reps can start conversations and keep pipeline momentum. Sales teams report faster response times and fewer missed first touches.
Notable Features
- Add clickable chat link to contact
- Format phone numbers to chat ID
- Notify assigned sales rep with link