Sales Call Analyzer — Transcribe, Insights & CRM Sync

Who it's for

Sales managers who want clean CRM data without policing their team's note-taking. Founders doing their own sales who want follow-ups handled automatically. RevOps teams replacing manual Zoom-to-CRM processes with a fully-audited, error-resilient pipeline.

What's included

• ✓Workflow JSON — 22 nodes, import-ready
• ✓Setup guide PDF — credentials for Otter.ai, OpenAI, HubSpot/Pipedrive, Google Sheets
• ✓CRM swap guide — switch HubSpot ↔ Pipedrive in under 5 minutes
• ✓Audit trail Google Sheets template (pre-formatted, headers ready)
• ✓Error log Google Sheets template — separate sheet for failed runs
• ✓FAQ PDF — 5 common issues with exact fixes
• ✓12 months of updates — API changes handled at no extra charge