Create CRM email records from sent client messages
Create CRM email records from sent client messages
Your sent client emails are not logged in the CRM, leaving communications and billing requests untracked. Capture each sent message to the CRM email history so managers can follow up same day.
Overview
When sent client emails aren't logged, billing questions and client requests slip through the cracks. This workflow captures every outgoing message as a CRM email record so client managers and billing staff have an auditable trail and can follow up same day.