Sales reps spend per activity logging calls, meetings, and emails into the CRM, typing notes manually and creating follow-up tasks. Managers then spend additional time reviewing incomplete records and sending reminders.
Automation extracts activity details from email and calendar, logs them to the CRM automatically, and creates follow-up tasks based on conversation context. Reps and managers gain real-time visibility and spend time on selling instead of data entry.
The full workflow, from trigger to completion.
Automation monitors for new emails and for completed meetings involving prospects or customers. The trigger fires when an email is sent or received, or a calendar event ends.
The automation reads the email subject, body, and metadata (sender, recipient, timestamp) or calendar event details (attendees, title, duration) and extracts key information: contact name, company, activity type, and summary.
The automation searches for the contact or company record using email address or name. If no match is found, a new contact record is created with the extracted details.
The automation creates an activity record with the extracted details, timestamp, and activity type (call, email, or meeting). The activity is linked to the contact and company.
The automation scans the email or meeting notes for follow-up keywords (e.g., 'will send', 'next week', 'call back') and determines if a task should be created.
If a follow-up is identified, the automation creates a task with a suggested due date and assigns it to the rep. The rep can adjust the date if needed.
The automation sends a message to the rep confirming the activity was logged and any follow-up task created. The rep can quickly verify or correct the entry.
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