Update contact records with call transcript and recording

Your call recordings sit in inboxes, leaving reps without notes for timely follow-up. It adds transcripts and recording links to matching contact records so teams can follow up same day.

Overview

Unattached call recordings and missing notes slow down follow-up and delay install scheduling. This workflow pins the transcript and recording link to the contact record immediately, so reps and coordinators can respond and book installs same day.