Add call notes to CRM from watched emails
Add call notes to CRM from watched emails
Your watched emails hide call recordings and lead details, leaving agents without context. It appends CRM notes with summaries and contact info so agents can follow up same day.
Overview
When watched emails contain call recordings, your agents need context instantly or outreach stalls. This flow extracts recordings, creates concise real-estate-ready notes, and attaches them to the correct lead so agents can act the same day.