# Turn sales call notes into CRM fields

Paste a call transcript or your rough notes and get the deal fields (stage, budget, decision makers, pain points, next step and date) as JSON, shown to you and posted to a webhook you choose (for example an automation tool that updates your CRM).

**Use cases:** Sales, Data processing

**Tags:** CRM, call notes, transcript, deal update, BANT, MEDDIC, next steps, webhook, json

[Create this agent](https://seclai.com/agent-examples/create/sales_call_notes_to_crm)

## How it starts

Trigger: dynamic input.

## What it needs

No knowledge base, memory bank or connection to create first.

## Steps

- Extract the deal fields
- Parse the deal fields
- Send to your webhook
- Show the fields sent