Create intake leads from inbound calls to CRM

Your intake calls land unlogged, leaving coordinators without caller context or source. It creates lead records with contact, source, and call recording so follow-up starts within minutes.

Overview

Inbound calls are your primary source of new matters, but unlogged calls leave intake teams blind to opportunity. This flow captures caller details and recordings into your intake CRM so coordinators and AEs get routed leads with context within minutes.