Update scheduled call and data sheet from call result

When one-week callback results land in your CRM, follow-up dates and owner context are often missing and reps are left unprepared. You get scheduled-call dates and owner assignment so reps can follow up the same day.

Workflow preview:

Zap details:

Overview

When call results schedule a one-week callback, reps need clear dates and ownership to follow up reliably. This flow captures that result, sets the scheduled date and owner, and updates your pipeline sheet so reps can work the callback the same day. It removes manual edits and keeps operations aligned.