See Which App Sent a Message

When you’re reviewing customer conversations, it helps to know exactly where each message came from. Your CRM now shows which connected app sent a message, so you can quickly understand message activity, reduce confusion, and make better decisions when checking customer communication.

📌 Why This Matters

If you use connected tools inside your CRM, messages can come from different sources. Without clear message origin details, it can be hard to tell what happened, why a message was sent, or where to look if something seems off. Seeing the app name and ID right inside the message details gives you more visibility and helps you stay organized.

✨ What’s New

  • App Name Visibility: Messages sent through connected apps now show the app name in the message details.
  • App ID Included: You can also see the app ID, which makes it easier to confirm the exact source of a message.
  • More Clarity in Conversations: When reviewing messages, you can quickly tell whether a connected app was responsible for sending them.

🛠️ How to Use It

  1. Step 1: Open a conversation inside your CRM.
  2. Step 2: Click on the message you want to review.
  3. Step 3: Check the message details to see the connected app name and app ID, if the message was sent through an authorized app connection.

💡 Pro Tip

If a customer mentions an unexpected message, checking the sending app first can help you solve the issue faster and prevent lost sales from communication mistakes.

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