Send new call lead email to intake staff

Your tracked call leads land without front-desk context, delaying follow-up and missed bookings. The workflow delivers call and lead details to intake staff so they can respond within minutes.

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Overview

Ad-sourced calls often arrive without the context your front-desk needs to convert them. This flow delivers caller name, formatted phone, timestamp, and summary to intake staff as an email within minutes so they can call back and confirm appointments the same day.