Attach call recordings and transcripts to customer records
Attach call recordings and transcripts to customer records
You miss job context when call recordings stay in the phone system and aren't in customer records. It adds recording links and transcripts to the customer record for faster follow-up same day.
Workflow preview:
Zap details:
Overview
Calls carry the job context you need, but when recordings and notes live only in your phone system, follow-ups stall. This flow pins recording links and transcripts to the right customer record so you and your coordinator can act on calls the same business day.