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CRM

Keep your CRM up to date from call notes

Example prompt from Account Executive

After every Gong call, update the HubSpot deal with next steps and push a summary into Slack.

Account Executive

Sales reps spend hours each week logging calls. Dex listens for new Gong recordings, pulls the transcript, writes a crisp summary with action items, updates the matching HubSpot deal, and drops a TL;DR in the #deals Slack channel — all without you lifting a finger.

How Dex does it

  1. 1Watch for new Gong calls tagged as a customer meeting
  2. 2Pull the transcript and identify the deal it belongs to in HubSpot
  3. 3Write a 3-bullet summary with next steps and timeline
  4. 4Update the HubSpot deal's Notes and Next Step fields
  5. 5Post the summary to #deals in Slack with a link to the call
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