Attach call recordings to CRM call records and transcribe

Your phone call recordings sit outside the CRM, leaving reps without conversation context and delaying follow-up. They arrive linked and transcribed for reps and managers to act on within the same day.

Attach call recordings to CRM call records and transcribe

Overview

When call audio lives outside your CRM, reps lose the context needed for fast follow-up and coaching. This flow links recordings to the right call record and queues them for transcription within minutes so reps and managers can act the same day.

Attach call recordings to CRM call records and transcribe