CRM hygiene autopilot

Captures call and meeting transcripts, summarises outcomes, and updates CRM fields and next-step tasks without any rep data entry.

Marketing & Sales · Stack: Gong, Zapier, Konnector.io. Outcome: ~5 hrs/week recovered from CRM admin per rep

Overview

An autopilot that turns call and meeting transcripts into clean CRM updates and next-step tasks — with no rep data entry.

The problem

Reps skip CRM updates because manual logging after every call is tedious, so the pipeline data leaders rely on is stale and incomplete.

How it works

• Captures call and meeting transcripts automatically.
• Summarises the outcome and key commitments.
• Updates the relevant CRM fields.
• Creates the next-step follow-up tasks.

What it does

• Automatic transcript capture
• Outcome summaries per interaction
• Hands-free CRM field updates
• Auto-created follow-up tasks

Architecture

Gong for transcripts, wired through Zapier and Konnector.io into the CRM.

Results

• ~5 hours/week recovered from CRM admin per rep
• Cleaner, current pipeline data
• Nothing slips between calls