Keep marketing ops aligned with AE feedback notes

Marketing ops lose AE feedback when notes sit in webhooks and sheets, causing missed follow-ups. This workflow appends AE notes to lead and booking rows so marketing ops act on unified context.

Overview

Siloed AE notes create attribution gaps and missed campaign adjustments for marketing ops. Centralizing AE feedback into lead and booking rows ensures unified customer context, eliminating missed follow-ups and enabling faster handoffs to operations.

Notable Features

Append AE notes to tracking rows
Notify marketing ops on updates
Match notes by contact identifier