Update lead records from inbound calls by source
Update lead records from inbound calls by source
Your inbound calls lack source and status on lead records, so follow-ups miss context and slow conversions. Reps get updated lead source and status so they can follow up within minutes.
Overview
Inbound calls often arrive without clear attribution, leaving reps to guess source and slowing timely outreach. This flow tags calls with channel and updates lead status so sales ops and account managers get full context and can follow up within minutes.