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Create applicant records and call notes from calls

Create applicant records and call notes from calls

Your call transcripts and summaries arrive unstructured and leave caller details out of applicant files. Parsed names, cleaned phones and call notes populate applicant records for same-day follow-up.

Create applicant records and call notes from calls

Overview

Turn every inbound call into a usable prospect record so your small agency never misses a quoting opportunity. This flow extracts caller names and phones, creates or updates applicant records with call notes, and sends an SMS alert so follow-up happens same day.

Create applicant records and call notes from calls