log-activity

To log sales activities in the Keboola CRM, use the crm CLI tool to automatically create records for meetings and calls. You can assign activity types, subjects, and notes to ensure customer interactions are captured accurately and linked to the correct accounts.

Yes, you can update and enrich existing CRM activities after they are logged. The Skill handles late entries and corrections, allowing you to modify records and add detailed metadata to previously created customer interactions.

Yes, the crm CLI tool and active CRM access are required to record customer interactions. This Skill depends on the crm-cli component to automate activity logging, manage attendees, and link records to existing contacts within the Keboola environment.

To link CRM contacts as attendees when logging a meeting, use the attendee management parameters during the logging process. You can record who was involved by specifying their names, emails, and roles alongside the core activity details.

The best way to capture notes and metadata for late activity entries is using the crm CLI logging command with a specified timestamp. This Skill handles late entries by allowing you to backdate activities while still enriching them with detailed notes and attendee links.