Update intake records from tagged call form submissions
Update intake records from tagged call form submissions
Your intake records miss tagged call context, leaving intake coordinators without contact details or UTM data. This adds contact and UTM fields so outreach and reporting occur same day.
Overview
Tagged call captures often arrive without normalized contact or campaign context, which breaks attribution and slows intake triage. This flow enriches existing intake records with phone, timestamp, and UTM details so your intake coordinators and campaign managers get accurate data for outreach and reporting the same day.