Add intake responses as deal notes for context

Your intake form responses arrive without CRM context, so reps can’t prep and deal histories stay incomplete. Add responses as deal notes to give sellers context for outreach same day.

Overview

Intake responses that aren’t attached to deals leave reps unprepared and slow outreach. This flow appends form answers directly to the related deal as notes, giving sellers context for follow-up and enabling same-day outreach with full context.