Update lead record and log intake when call booked
Update lead record and log intake when call booked
Booked calls arrive without lead records or intake context, leaving reps unprepared. The workflow updates or creates the lead with intake answers so reps have full context before the call.
Overview
Booked calls often arrive as fragmented data and force reps into manual prep or missed follow-ups. This flow captures the booking, normalizes the time, and creates or updates the lead with intake answers so reps have full context within minutes before the call.