Create intake records from incoming call tracking entries

Your inbound call records often arrive without intake context, stalling case setup and delaying outreach. Capture calls into intake and account records so your team can contact leads the same day.

Overview

Missed or unlinked calls leave intake teams without context and slow down client outreach. This flow captures caller details, recordings, and landing-page context directly into intake and account records. Intake coordinators can call prospects the same day and reduce case setup delays.