Add click activity note to CRM deal record
Add click activity note to CRM deal record
Your campaign clicks often miss CRM, leaving reps without engagement history. It creates pinned deal and person notes so reps see engagement within minutes.
Overview
If campaign clicks don't surface in CRM, reps lack the context needed for timely outreach. This flow writes a pinned engagement note to the related deal and person, giving reps actionable context within minutes so they can prioritize follow-up.