CRM and inbox automation
How do I keep WhatsApp, email, and chat history linked to the right customer?
Match each channel to one customer identity and send the important conversation history into the same CRM timeline. Use stable phone numbers, email addresses, or customer IDs and handle shared or changed contact details carefully.
What to check
- What customer identifiers are available across channels?
- How are channel conversations matched to the same record?
- Can staff correct a wrong match?