Add contact records from inbound calls for intake triage

Unlogged inbound calls leave you and your intake coordinator without caller context or case leads. Add caller details to contacts automatically so you can begin screening same day.

Workflow preview:

Zap details:

Overview

Missed or messy call details create intake friction and lost consults. This flow captures caller info, normalizes phone and name fields, and logs them as contacts so you can triage and contact leads same day.