Create lead records from inbound phone calls to projects

Your incoming project calls lack structured contact data, causing missed follow-ups and unclear routing. Capture call details to populate lead sheets and post to CRM so sales can follow up same day.

Overview

Inbound project calls often arrive as raw call records with no structured contact data, leaving reps to reconstruct leads. This workflow captures and normalizes caller details, routes each lead to the correct project sheet and CRM, and gets prospects into sales queues the same day.