Create CRM note from team message reaction events
Create CRM note from team message reaction events
Your message reactions on shoot and booking threads can leave deal context unrecorded and delay follow-ups. Capture messages into CRM notes so account managers retain context and act within hours.
Overview
When reactions signal deal-ready or urgent shoot conversations, those messages often never make it into the CRM. This flow captures the message, extracts deal references, and creates a linked CRM note so account managers keep full context and act within hours.