Create sales call recording copy and notify owner
Create sales call recording copy and notify owner
Your meeting recordings sit in a shared folder, leaving reps without quick links to deals. It copies the video to the sales call folder and pings the assigned EA so links are ready same day.
Workflow preview:
Zap details:
Overview
When call recordings land in the wrong place, reps miss context and deals slow. This flow files recordings into the sales call folder and pings the responsible EA or rep so CRM records get updated same day.