For immigration attorneys: capture inbound calls as leads

Marketing ops at immigration firms let inbound calls go unlogged, risking lost consultations and stalled intake. It logs call info and creates prospect records so intake and sales follow up sooner.

Overview

Inbound client calls often go unlogged at immigration firms, costing consultations and stalling pipelines. This workflow turns every completed call into a prospect record and notifies intake and sales, resulting in faster follow-up and cleaner pipeline records.

Notable Features

Create contact and prospect records
Attach call details and transcripts
Route new leads to intake inbox