Capture project board comments into CRM for sales reps

Sales reps miss context when board comments stay siloed, stalling follow-ups. Card comments become CRM lead notes in near real time so reps see history and follow up.

Overview

Project board conversations often live outside the CRM, leaving sales reps blind to important context and stalling deals. By flowing card comments into lead notes, reps get full conversation history at hand and can follow up with confidence. Sales teams report faster response times and fewer manual lookups.

Notable Features

Add card comments to lead notes
Match comments to correct lead
Notify assigned rep of updates