Lead Source detail from Conversations

Status: Idea Submitted

Currently, we cannot distinguish which specific conversations inbox a contact might be coming from. The only information collected is Offline Sources > Conversations.

Goal

An additional drill down on the source to show which conversation inbox the contact was created/last interacted with - based on the name of the Inbox. So that we could have Offline Sources > Conversations > Sales or Offline Sources > Conversations > Support etc.

Use Cases

Reporting - with more detail as a contact property, we could see which conversations inboxes are more likely to convert a lead into a deal and beyond, which inbox might produce higher quality leads, or other reporting needs.

Automation - in our case, we have different conversations inboxes that could create leads in different stages of the funnel (i.e. if someone messages the “sales” conversations inbox, they are likely to be further down the funnel compared to a contact created in a more general “Contact Us” inbox). With this information, we could trigger different workflows to better engage the contact and make sure they are getting the right information at the right time.