Create lead and log call to central board

Your inbound calls lack structured lead records, so follow-up stalls and reps miss caller context. Capture each call as a lead and add a row to a central report so reps can act same day.

Overview

Unlogged calls create follow-up gaps and wasted time for reps; this flow captures each incoming call as a lead and records it in a shared report. By creating the lead item and a matching sheet row automatically, reps get context and can action calls the same day.