When
Every day at 07:00 AM UTC.
Workflow starter brief
Credit closed deals to earlier chat conversations
Logs every website chat with the visitor's identity and records which closed deals had a chat beforehand.
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Proposed workflow
A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.
Then
- Append Intercom conversations closed since the last run to the setup Google Sheets chat-log tab with visitor email, date and topic, skipping existing ids.
- Take HubSpot deals closed won yesterday.
- Look each contact's email up in the chat log.
- Write the deal value into the chat-influenced revenue tab, skipping listed deals.
Before you publish
Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.
Apps it connects
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