Create inbound call lead records for intake and case teams

Your inbound client calls go unlogged, so intake coordinators lack caller details and case context. Calls become tracked intake records for same‑day triage and follow-up.

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Overview

Intake coordinators often lack caller context when inbound calls aren't tracked, which delays intake and follow-up. This flow captures every inbound call into a central intake table so case teams get full call details and can act the same day.