create-deal-from-message

AI extraction automates CRM record creation by pulling deal details from emails or WhatsApp chats to generate linked contacts, companies, and deals. This eliminates manual data entry and accelerates sales workflows.

You can create multiple CRM records sequentially from a single message. The workflow supports staged data fetch, extraction, user confirmation, and multi-record creation via REST calls to assemble cohesive deals.

Automated deal extraction handles email attachments and user confirmations. The process extracts data from incoming messages, validates records via follow-up checks, and presents a concise summary for user verification.

To start extracting deal data into your CRM, you need to provide an Email Inbox ID or a WhatsApp chat context. The system then fetches staged data, extracts deal details, and prepares records for creation.

Use AI message extraction instead of manual CRM data entry when processing high volumes of inbound deal communications. It speeds up sales workflows by automatically linking contacts and companies into cohesive deals.