Update contact marketing source from inbound call activity
Update contact marketing source from inbound call activity
Your new contact entries often arrive without call-origin context, stalling intake follow-up. The marketing source is auto-populated so outreach and billing prep occur same day.
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Overview
If new contacts reach you without origin data, intake work and billing prep get delayed and partners lack outreach context. This flow enriches each new contact with call-origin and logs the evidence, so intake coordinators and partners have actionable source data within minutes and can prioritize same-day follow-up.