Update CRM records with sent email entries for clients

Your sent emails aren't linked to client records, leaving advisors without history for reviews. Append sent-email logs to client records so teams have updated context same day.

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Overview

Outgoing messages often live disconnected from client records, leaving advisors and compliance teams without a reliable outreach trail. This flow appends sent-email summaries to each client record so portfolio managers and compliance have clear context and updated history same day.