Add AI call notes to lead records and log calls

You can't prep when AI call summaries never reach lead records, leaving reps without call context. This adds the AI notes to the lead and records the call for review within minutes.

Add AI call notes to lead records and log calls

Overview

When AI call summaries don't land in your CRM, agents lose crucial follow-up context and responsiveness suffers. This flow appends AI call details to the lead and writes a deduplicated call log so agents get full call context within minutes.

Add AI call notes to lead records and log calls