Keep customer support ops' session reports linked to CRM

Customer support ops lose session reports in forms, causing missed follow-ups. This creates CRM engagements from each form so agents start follow-up with centralized, searchable client history.

Overview

Support ops risk SLA breaches and churn when session details get buried in form tools. This workflow turns every session submission into a CRM engagement, giving agents a single, searchable history so follow-ups happen reliably and handoffs are faster.

Notable Features

Create CRM engagement per submission
Attach session notes to client record
Notify agents for manual follow-up