Normalize CRM activity types for accurate sales follow-ups

Sales reps and managers receive misclassified activities from external syncs, causing missed follow-ups and skewed call/email reporting. Normalize activity types on update so follow-ups are prioritized.

Overview

Misclassified activity records cause reps to miss follow-ups and distort activity reporting, putting deals at risk. Normalize activity types as records update so reps and managers see correct call and email records, ensuring follow-ups are prioritized and reporting reflects real activity — reducing missed touches and improving pipeline clarity.

Notable Features

Standardize activity types on update
Map external subjects to types
Notify managers of exceptions