Sync a call to Mercury
Open the call in TalentLynk (from the conversation or call list)
Create an AI Summary from the Smart Actions menu (optional)
Click + New activity (Sync with CRM) on the call bubble or on the AI Summary note, if one was created
In the Sync with Mercury window:
Select the Activity purpose
(Optional) Set a Follow-up date
(Optional) Toggle Left voicemail if the call was unanswered and you left one
Click Sync
✅ The activity will be created in Mercury with your selected details.
Calls and AI Summaries
If you had a call and then use the Smart Actions menu to create an AI Summary, only sync one or the other to avoid double entries. The AI Summary is treated as a Phone Call activity in Mercury.
FAQs
When should I use Follow-up date?
Use Follow-up date when:
you agreed a time to call back
you need to chase a response
you want Mercury to reflect a next action for that conversation
When should I use “Left voicemail”?
Turn on Left voicemail when the call was not answered and you left a voicemail message.
✅ This helps keep your call outcomes accurate in Mercury.