Create CRM call records from inbound tracking calls
Create CRM call records from inbound tracking calls
Your inbound calls aren't logged in CRM, leaving intake staff without caller context or follow-up prompts. Capture each call in CRM so intake coordinators can prioritize callbacks same day.
Overview
If tracked inbound calls never reach the CRM, intake coordinators lack context and callbacks slip. This flow captures every tracked call and creates a CRM call log so coordinators can prioritize callbacks and close outreach gaps same day.