Update deal records from sent emails to CRM
Update deal records from sent emails to CRM
Your sent prospect emails aren't logged on deal records, leaving reps without recent contact context. This adds the send as a contact update so deal owners see activity same day.
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Overview
When reps send outreach, deal rows often stay stale and follow-ups are missed; this flow writes sent emails back to the deal so owners see recent outreach. That visibility helps reps prioritize and act on leads the same day.