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.
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.