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Create completed CRM call logs from intake webhooks

Create completed CRM call logs from intake webhooks

Your intake webhook posts call data that leaves contact and appointment fields out of date. It updates client records and creates completed call tasks so intake coordinators can act same day.

Create completed CRM call logs from intake webhooks

Overview

Unlogged intake calls create gaps in client history and slow case preparation. This flow normalizes contact data, updates the intake record, and writes a completed call task so intake coordinators can follow up same day.

Create completed CRM call logs from intake webhooks