Add project board comments to lead CRM notes
Add project board comments to lead CRM notes
Your project board comments are disconnected from lead records, causing reps to miss conversation details. Adds those comments to lead notes so reps have full context before the next outreach.
Overview
Comments left on project boards often never make it into CRM, leaving reps without critical context for outreach. This flow captures qualifying comments and appends them to the matching lead so account owners can prep with full context within minutes before their next call or outreach.