Log outbound calls to client contact records automatically
Log outbound calls to client contact records automatically
Outbound calls aren't logged to CRM, leaving advisors without call context and creating compliance risk. The workflow logs the call and recording to the contact so advisors have context same day.
Workflow preview:
Zap details:
Overview
Unlogged outbound calls increase compliance exposure and leave advisors without the context needed to follow up. This flow captures the recording, normalizes the number, and writes a note to the contact so advisors have auditable call context the same day.