Does your call recorder write your call notes into the CRM for you?

Tools like Gong, Fathom or Avoma record the call, write the summary and next steps, and push them to the deal. You check and click accept.

How to automate it

How to automate “write handoff notes when a deal closes”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today.

25 min

typically, once a week

65%

of the time can be automated

Some setup

to set up

Fix 1 of 2

AutomationBest fix

Trigger the handoff automatically when a deal is won

When a deal moves to closed-won, a workflow sends the deal details, call summaries and a short form to the onboarding team, so nobody writes the same notes twice.

Typically saves about 60% of the time2 h to set up

1Agree the five or six things onboarding always needs to know.
2Add them as deal fields that are required at closed-won.
3Build a workflow (CRM workflow, Zapier, Make or Power Automate) that posts them to Slack or Teams and creates the onboarding project.
4Attach the call recorder summary link to the handoff.

Tools: HubSpot workflows or Salesforce Flow · Zapier, Make or Power Automate · Slack or Teams · Asana, Monday or Rocketlane

Fix 2 of 2

Software feature

Let your call recorder write the notes into the deal

Gong, Fathom, Avoma, Sybill and HubSpot or Salesforce call tools write the summary, next steps and qualification fields and push them to the CRM record.

Typically saves about 55% of the time45 min to set up

1Check what you already have: Gong, Fathom, Avoma, Sybill, Zoom AI Companion, or the CRM's own call recording.
2Connect it to your CRM and map the summary and next steps to the deal.
3If your team uses MEDDICC or BANT, turn on the field suggestions so it fills those in for you to approve.
4Review each suggestion after the call and click accept, instead of typing notes.

Tools: Gong · Fathom · Avoma · Sybill · HubSpot conversation intelligence · Salesforce Einstein Conversation Insights

Quick wins

Have you tried…

Does your call recorder write your call notes into the CRM for you?: Tools like Gong, Fathom or Avoma record the call, write the summary and next steps, and push them to the deal. You check and click accept.

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