Sales call analysis that updates the CRM for you

Upload a call recording — the scenario transcribes it, extracts objections, buying signals and the next step, updates the CRM record and sends the team a summary.

  • No more post-call note-taking
  • Objections and signals are extracted automatically
  • The team gets a summary by email at SendGrid
  • The call log keeps itself in Microsoft SharePoint
Webhook
Set it upScriptera

How it works

To keep SendGrid and Microsoft SharePoint in sync, connect them with a ready-made scenario — changes flow automatically.

  1. Starts when: Receive Call Recording Upload
  2. Then: Validate Call Metadata and Audio
  3. Then: Fetch Audio File from URL
  4. Then: Transcribe Audio with OpenAI Whisper
  5. Then: Wait — Transcription Buffer (15 sec)
  6. Then: Parse and Structure Transcript
  7. Then: Fetch CRM Contact History
  8. Then: GPT-4 Call Intelligence Analysis
  9. Then: Parse GPT-4 Intelligence Output
  10. Then: Update CRM Contact and Deal
  11. Then: Send Call Intelligence Summary to Sales Team
  12. Then: Build Final Processing Response
  13. Starts when: Return Processing Confirmation
  14. Then: Log Call Activity in CRM
  15. Then: Write to Call Analytics Audit Log
  16. Then: GPT-4 Model

You can launch this SendGrid + Microsoft SharePoint integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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