Create handoff and notify team for booked calls

Your booked intro calls arrive without owner context, leaving reps unsure whom to contact and delaying outreach. Deliver context-rich handoffs and immediate routing so your reps can follow up the same day.

Overview

Inbound intro calls must land with the right rep and context, not sit unassigned. This flow attaches attendee answers, formats the meeting time, notifies revenue and marketing channels, and triggers lead routing within minutes so reps can act the same day.