Update lead records from monitored channel messages in CRM

You miss chat notes on lead records when messages land in a monitored channel, leaving reps without context for outreach. You get message context on the lead and a follow-up flag for reps the same day.

Workflow preview:

Zap details:

Overview

When in-channel notes never make it into your CRM, reps lose context and follow-ups slip. This flow reliably pushes monitored channel messages into the lead record and flags those leads so reps can act with full context the same day.