Log Outgoing Sales Emails

You send an email to a lead >> AI cleans it up and logs it to their record in your CRM

Log Outgoing Sales Emails workflow diagram

Problem

You send dozens of sales emails every week but rarely log them to the CRM. It feels like busywork, and you don't want every casual reply or internal thread cluttering shared records. So you skip it, and your CRM ends up missing half the conversation history.

Solution

When you send an email, AI determines if it's sales-related and extracts only the business-relevant content, filtering out signatures, forwarded chains, and off-topic chatter. It then finds the matching lead in your CRM and logs a clean summary. Personal and internal emails are ignored entirely.

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