Log every touch back to the CRM

Every email sent, reply, meeting and delivered postcard is written to the contact in your CRM as a note, so reps see the full history without leaving it.

Use this workflowHow it works

1 stepsEach touch

The workflow diagram

Log every touch back to the CRM: workflow diagramThe 1 steps of this workflow, from its trigger to the final step.Each time an email is sent. OutreachBWWHENTRIGGEREach time an email issentOutreachLog the touch on the contact. IntegrationsCRTHENLog the touch on thecontactIntegrationsThis path stops here
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

Every email sent, reply, meeting and delivered postcard is written to the contact in your CRM as a note, so reps see the full history without leaving it.

Why it works. Reps trust the CRM only when it shows every touch, and automatic logging takes the typing away.

Notes write automatically.

How it works

It starts: Each time an email is sent, or each reply, or each booked meeting, or each delivered postcard.

  1. 1

    Log the touch on the contact

    Adds or updates the records in your CRM.

What you need

  • Outreach in your BrandWell plan
  • Your CRM

What it costs

Uses what is already in your plan. Nothing is charged per result.

  • Assumes Outreach is already enabled in your plan. Subscription fees are separate.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

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