Update user profile and mark roster as occupied

Your chat subscribers lack roster-linked data, so messages miss availability and account context. You get updated subscriber fields and a roster flag for each tagged lead, ready before campaign sends.

Workflow preview:

Zap details:

Overview

When a subscriber is tagged as a lead, this flow enriches their chat profile with the matching roster data and marks that roster row as taken. That eliminates double assignments and delivers campaign-ready segments within minutes.