Create contact call notes from finished outbound calls

Your outbound calls aren't logged centrally, breaking marketing attribution and advisor follow-up. Adds call notes to contact records so teams have context for follow-up same day.

Overview

When outbound calls aren't recorded on contacts, marketing attribution and advisor follow-up break down. This flow writes cleaned call details and timestamps directly to contact records so campaign managers and client advisors get call context within minutes, enabling same-day follow-up and cleaner campaign measurement.