Tracking Touchpoints
Log every interaction to build a complete engagement history with your leads.
What Are Touchpoints?
Touchpoints are individual interactions between you and your leads. Each touchpoint captures when, where, and how you engaged with a prospect—from social media comments to sales calls. This complete engagement history helps you understand relationship strength, track follow-up needs, and optimize your outreach strategy.
Touchpoint Types
Track interactions across all channels to build a unified engagement timeline:
commentComments on social posts or content
likeLikes, reactions, or upvotes
DMDirect messages on social platforms
emailEmail communications
callPhone or video calls
meetingIn-person or virtual meetings
otherCustom interaction types
Logging Touchpoints
Touchpoints can be logged automatically by your agents or manually by you:
Automatic Logging
When agents engage with leads on your behalf, they automatically log touchpoints with:
- Timestamp and platform
- Interaction type and content
- Lead and contact references
- Campaign attribution
Manual Logging
Log touchpoints from offline or manual interactions:
"Log a call touchpoint with Sarah Chen from yesterday—we discussed pricing and next steps"
Viewing Touchpoint History
Access complete engagement timelines to understand relationship depth and identify follow-up opportunities:
- View all touchpoints for a specific lead or contact
- Filter by touchpoint type, date range, or platform
- Analyze engagement frequency and patterns
- Identify leads requiring follow-up based on time since last touchpoint
Example Prompts
"Log an email touchpoint with John from TechCorp about the proposal I sent"
Creates a touchpoint record for outbound email communication.
"Show all touchpoints with qualified leads from the past week"
Filters recent engagement with high-intent leads.
"Which leads haven't had a touchpoint in over 2 weeks?"
Identifies leads requiring re-engagement.
Available MCP Tools
log_touchpointlist_touchpoints