Add new client records to team call list

You add new client records to your intake base, but contact fields often sit unused and delay bookings. The flow sends contacts to your phone system so coordinators can reach prospects the same day.

Overview

When intake rows sit in your base without being added to the phone system, outreach windows close and bookings slip. This flow centralizes contact details into the team phone list so coordinators can call or text prospects the same day and keep schedules full.