Create prospects from tagged inbound calls for follow-up

Your tagged inbound calls often lack prospect records and call context, slowing follow-up. Prospects are created with call metadata and recordings to enable same-day outreach.

Overview

If inbound calls marked as leads aren't in your prospect system, reps lack the context they need to convert. This workflow captures the caller, recording, and tracking number and creates a prospect record so campaign managers and reps can act on leads same day.