Act! + Metaview
Create notes in Act! when new conversations are recorded in Metaview
Automatically create notes in Act! every time a new conversation is recorded in Metaview. This integration ensures that important insights and details from your interviews are seamlessly added to Act!, keeping your candidate profiles up-to-date without manual effort. Stay organized and streamline your interview documentation process with this automated workflow.
Automatically create notes in Act! every time a new conversation is recorded in Metaview. This integration ensures that important insights and details from your interviews are seamlessly added to Act!, keeping your candidate profiles up-to-date without manual effort. Stay organized and streamline your interview documentation process with this automated workflow.
- When this happens...New Conversation
Triggers when a new conversation is available in Metaview.
- automatically do this...Find or Create Contact
Finds or creates a contact.
- then do this!Add Note
Adds a note to a contact.
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