Add scheduled video calls to CRM and tracker
Add scheduled video calls to CRM and tracker
Your scheduled video calls often lack CRM links and attendee context, so reps miss prep and follow-ups. Log or update leads and add meeting details to your tracker so reps follow up same day.
Overview
When video calls aren't linked to leads, reps lack context and follow-ups slip. This flow captures events, extracts attendee contact, updates or creates CRM leads, and logs meeting rows so reps can act within minutes.