Keep WhatsApp context on contact records for reps

Sales reps lose context when WhatsApp chats aren't logged, causing missed follow-ups and stalled deals. This appends chat notes and a click-to-chat link to contacts so reps follow up with full context.

Overview

Unlogged WhatsApp conversations cause lost context and missed follow-ups, which lets competitors reply first and deals stall. This workflow attaches every chat note and a click-to-chat link to the contact record so reps always have the context they need, enabling faster follow-up and fewer missed touchpoints.

Notable Features

Append WhatsApp notes to contacts
Add click-to-chat link to records
Notify owner when new message