Mark transferred calls and log sales to records
Mark transferred calls and log sales to records
Transferred call webhooks leave contacts unflagged and sales unrecorded, causing missed follow-up and revenue gaps. Tagged transfers and logged sales let reps act on negotiation leads today.
Workflow preview:
Zap details:
Overview
When transferred calls aren't flagged, negotiation-ready leads slip through the cracks and revenue reporting lags. This flow tags transfers, alerts your team, and posts the sale so reps can act and revenue ops sees the update same day.