Auto-Associate Integration Calls to CTAs

As we begin to leverage integrations to automatically pull in calls that contain summary transcripts, there currently isn’t a way to auto-associate calls to things like CTAs. This requires CSMs to manually associate the call to a CTA, which puts an administrative burden on CSMs. 

If there was a way to help automate this in any way, it would ensure: 1) we don’t require CSMs to do unnecessary administrative work; and 2) we are able to track all of the work gone into closing out a CTA.