@CaptainTime I think you’d love what Kevin’s built here – he’s essentially been able to interface with his LACRM account via Claude for more advanced reporting and faster data entry, and (!!) auto-add transcriptions to a contact’s History after each call.
One new exciting direction here too is that with the Automations feature, it’ll be possible for Kevin to prompt the CRM (via Claude) to update a lead’s pipeline status after a sales call in order to trigger a follow-up automation (as long as that automation has already been set up in LACRM).
You can imagine a scenario where you wrap up a call, and all you need to do is let Claude know to update this contact to a new Lead status. What then happens in the background is: the call transcription is added to the contact (via Kevin’s custom build), the next follow-up tasks are scheduled + any other in-CRM actions you include (via the pipeline automation), and this is all happening while you’re already chatting with your next lead.
Tyler mentioned this in one of his Product Update videos that we do want to include the ability to add “Send an email” as an action in an Automation, so with that, you’d eventually even be able to send a post-call email with more information to that Lead as part of the entire automated flow!
Your setup has given us so many more creative ideas – thanks for sharing, @kuhlenhaker!