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Workflow template

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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How it runs

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When

Every day at 07:00 AM UTC.

Then

  1. 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.
  2. Take HubSpot deals closed won yesterday.
  3. Look each contact's email up in the chat log.
  4. Write the deal value into the chat-influenced revenue tab, skipping listed deals.

Apps it connects

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