Add email click activity as notes to lead records
Add email click activity as notes to lead records
Your campaign clicks aren't linked to lead records, leaving reps without engagement context. Add click notes to leads so reps see engagement before outreach same day.
Overview
When campaign clicks don't surface in your CRM, reps lack context and delay outreach. This workflow pins click activity as notes on lead records so reps see engagement before they call, enabling faster, same-day follow-up.